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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-04 |
Branch Locations
915 Main St. Suite 006, Evansville, IN 47708 • United States
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 |
|---|---|---|---|---|
| Casey Wealth Consultants | Louisville | KY | 01/2015 | 10/2020 |
| Global Financial Private Capital, Llc | Sarasota | FL | 04/2015 | 10/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2017 | 11/2020 |
| Legacy Advisory Services | Louisville | KY | 11/2020 | 12/2022 |
| Retirement Planning Solutions, Llc | Evansville | IN | 01/2023 | Present |
| Apollon Wealth Management, Llc | Charleston | SC | 12/2025 | Present |
1) Michael Battaglia II; Investment-Related; 9366 Oak Grove Road Newburgh, IN 47630; Sole Proprietor; Insurance Agent; Start Date: 6/2013; 10 hours devoted monthly; 10 hours devoted monthly during trading hours; Provide Life Insurance and Annuity services to individuals 2) Self-employed pastoral ministry - public speaking and officiating at churches. Serves as pastor/speaker; duties: prepare sermons, deliver talks, officiate services. Time: 6 hours / month. Compensation: occasional honoraria/stipends. Non-investment related; conducted outside market hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-18 |
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