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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-19 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J Alden Associates, Inc | Jenkintown | PA | 12/2020 | Present |
| Apollon Wealth Mangement, Llc | Tampa | FL | 11/2020 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 11/2025 | Present |
| Raymond James & Associates | St. Petersburg | FL | 10/2006 | 11/2020 |
Adi Dassler International Family Office through Apollon Wealth Management, investment related, Mt. Pleasant, SC. Investment Advisory/Financial Planning, Senior Family Office Advisor,10/2020, 160 hours per month, 6 hours during trading hours, manage client investment portfolios and provide financial planning services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-17 |
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