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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-11-29 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
1673 W Shoreline Dr. Suite 140, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fallbrook | CA | 04/2016 | 04/2017 |
| Allinol Technologies Corp | Sun City | CA | 01/2016 | 12/2018 |
| J.P. Morgan Chase Bank | Fallbrook | CA | 02/2016 | 04/2017 |
| Tree City Advisors, Llc | Boise | ID | 06/2017 | Present |
| Tree City Advisors | Boise | ID | 05/2017 | 06/2017 |
| Apollon Wealth Management, Llc | Boise | ID | 11/2022 | Present |
1) The Real Money Pros; Investment Related; 1673 W Shoreline Dr., 140, Boise, ID. 83702; Radio Program; Co-Host; 09/2020; Appx. 10 Hrs/Mnth; Co-Host of Saturday radio show. 2) Jeremiah Bates is registered as an investment adviser representative of Tree City Advisors, LLC for transition purposes only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-10 |
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