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Matthews, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-31 |
| OR | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED_RES | 2024-12-06 |
| NC | RA | APPROVED | 2024-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Greensboro | NC | 11/2013 | 09/2016 |
| Northwestern Mutual Investment Services, Llc | Charlotte | NC | 01/2012 | 10/2021 |
| Apollon Wealth Management, Llc | Matthews | NC | 10/2021 | 01/2024 |
| Telos Wealth Management, Llc | Matthews | NC | 01/2024 | Present |
1) TELOS INSURANCE LLC; INSURANCE SALES; SAME ADDRESS; NON-INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. 2) TELOS ACCOUNTING LLC; TAX AND ACCOUNTING SERVICES; SAME ADDRESS; NON-INVESTMENT RELATED; LESS THAN 5% OF TIME DURING THE MONTH. 3) CRUMP CCC N3 LLC; RESIDENTIAL RENTAL PROPERTY; SAME ADDRESS; NON-INVESTMENT RELATED; LESS THAN 5% OF TIME DURING THE MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-23 |
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