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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Cary | NC | 10/2011 | 08/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2019 |
| First Citizens Investor Services | Raleigh | NC | 08/2019 | 05/2025 |
| First Citizens Bank | Raleigh | NC | 08/2019 | 05/2025 |
| Motley Fool Wealth Management, Llc | Alexandria | VA | 05/2025 | Present |
| Apollon Wealth Management, Llc | Mount Pleasant | SC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-25 |
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