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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-05-12 |
Branch Locations
3344 Peachtree Road Ne, Suite 2600, Atlanta, GA 30326 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalos Capital, Inc. | Alpharetta | GA | 05/2016 | 10/2022 |
| Kalos Management, Llc | Alpharetta | GA | 05/2016 | 07/2018 |
| Catalyst Wealth Management, Llc | Atlanta | GA | 05/2016 | 05/2023 |
| Catalyst Wealth Management, Llc | Atlanta | GA | 04/2018 | 12/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2023 | Present |
| Apollon Wealth Management Dba Catalyst Apollon | Atlanta | GA | 05/2023 | Present |
1. INSURANCE AGENT; POSITION: OWNER; NATURE: LIFE, DISABILITY AND FIXED ANNUITY SALES; INVESTMENT RELATED; NUMBER OF HOURS: 20; SECURITIES TRADING HOURS: 10; START DATE: 08/25/2016; 679 Pathview Ct Dacula Georgia30019; DESCRIPTION: PROVIDING INSURANCE SOLUTIONS FOR CLIENTS WHEN THEY ARE NEEDED. 2. APOLLON WEALTH MANAGEMENT DBA CATALYST APOLLON; POSITION: WEALTH ADVISOR; NATURE: SEC-REGISTERED INVESTMENT ADVISOR; INVESTMENT RELATED; NUMBER OF HOURS: 160; SECURITIES TRADING HOURS: 130; START DATE: 5/12/2023; AT REGISTERED LOCATION; DESCRIPTION: INVESTMENT ADVICE, RETIREMENT PLANNING. || 3. Impact Partnership. Investment Related. 550 George Busbee Pkwy NW Suite 450, Kennesaw, GA 30144. Fixed Insurance. Agent. 4/19/2018. 15 HRS 8. 15 HRS 9. PROVIDING INSURANCE SOLUTIONS FOR CLIENTS WHEN THEY ARE NEEDED. 4. PKSF 2. Investment Related - Yes 3. See office of employment 4. Fixed Insurance 5. Agent 6. 1/2023 7. 20hrs 8. 20 hrs 9. Provide insurance advice to based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-21 |
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