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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-17 |
Branch Locations
2 Wharfside Street, Unit 2-0, Charleston, SC 29401 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2021 | 03/2022 |
| Spartanburg High School | Spartanburg | SC | 08/2013 | 05/2017 |
| Seabreeze Marina | Charleston | SC | 05/2018 | 08/2018 |
| Valuant Financial | Columbia | SC | 01/2020 | 06/2020 |
| Waddell And Reed | Columbia | SC | 08/2020 | 12/2020 |
| University Of South Carolina | Columbia | SC | 08/2017 | 05/2021 |
| Boger Law Firm | Columbia | SC | 05/2019 | 09/2020 |
| Ameriprise Financial Services, Llc | Huntersville | NC | 04/2022 | 01/2023 |
| Alphastar Capital Management, Llc | Cornelius | NC | 02/2023 | 03/2024 |
| Bishop Financial Partners | Huntersville | NC | 04/2022 | 01/2023 |
| Guardian Life Insurance | Mt Pleasant | SC | 04/2024 | 09/2024 |
| Park Avenue Securities | Mt Pleasant | SC | 04/2024 | 09/2024 |
| Lion Street Financial | Charleston | SC | 10/2024 | 05/2025 |
| Lion Street Advisors | Charleston | SC | 10/2024 | 05/2025 |
| Apollon Wealth Management, Llc | Charleston | SC | 06/2025 | Present |
Insurance Sales; Investment Related; 2 Warfside Street, Suite 2-0, Charleston, SC 29401; insurance sales and servicing of insurance policies; insurance agent; 04/2024; approximately 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-21 |
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