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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-11-26 |
| TX | RA | APPROVED | 2024-11-26 |
Branch Locations
Charleston, SC • 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 |
|---|---|---|---|---|
| Securian Financial Services | Saint Paul | MN | 05/2020 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 05/2020 | 08/2023 |
| Commonwealth | Daniel Island | SC | 05/2020 | 11/2024 |
| Full Service Bbq | Maryville | TN | 05/2019 | 08/2019 |
| 21St Mortgage | Knoxville | TN | 05/2019 | 03/2020 |
| Pilot Flying J | Knoxville | TN | 05/2018 | 08/2018 |
| Career Center Ambassador | Maryville | TN | 09/2018 | 05/2019 |
| Maryville College | Maryville | TN | 09/2016 | 05/2020 |
| Unemployed | Atlanta | GA | 05/2016 | 09/2016 |
| Cetera Advisor Networks Llc | Daniel Island | SC | 08/2023 | 11/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 11/2024 |
| Apollon Wealth Management | Charleston | SC | 11/2024 | Present |
| Pks Investments | Albany | NY | 01/2025 | Present |
1. Apollon Wealth Management. Investment-related. At registered location. RIA. Financial Advisor. Start date: 11/25/2024. 60 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment-related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 11/25/2024. 40 hrs/month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Mill Overlook Financial. Investment-related. 225 Seven Farms Drive, Daniel Island, SC 29492. Entity for Business Operations. Owner. Start date: 01/01/2025. 1 hrs/month, 0 during trading hours. Holding Company for managing revenue and expenses for securities business activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-16 |
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