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Current Employers
Apollon Wealth Management, Llc

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-10-02
TX RA APPROVED 2023-10-02
  • NC RA
    APPROVED
    Since 2023-10-02
  • TX RA
    APPROVED
    Since 2023-10-02

Branch Locations

Winston-Salem, NC • United States

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deutsche Bank Securities Inc. Winston Salem NC 10/2008 09/2016
Raymond James & Associates, Inc. Winston-Salem NC 09/2016 10/2023
Apollon Wealth Management Winston-Salem NC 10/2023 Present
J. Alden Associates, Inc. Wayne PA 10/2023 Present
Cabot Lodge Securities Llc Schaumburg IL 11/2024 Present
  • 10/2008 → 09/2016
    Winston Salem, NC
  • 09/2016 → 10/2023
    Winston-Salem, NC
  • 10/2023 → Present
    Apollon Wealth Management
    Winston-Salem, NC
  • 10/2023 → Present
    J. Alden Associates, Inc.
    Wayne, PA
  • 11/2024 → Present
    Cabot Lodge Securities Llc
    Schaumburg, IL
Previous Registrations
Other Businesses

(1) Roaring Gap House Ridgecrest Road, not investment related, Roaring Gap, NC, 2nd home-occasional rental, Owner, 6/2022, 0-1 hours per month, zero hours during trading hours, occasionally rent it through the HOA in Roaring Gap, they complete the majority of the documentation. (2) NCWorks Commission, not investment related, Winston-Salem, NC, 27104, Commission Member, 03/2022, 2 hours per month, 2 hours per month during trading hours, The NCWorks Commission recommends policies and strategies that enable the State of NC's workforce to compete in the global economy. (3) Summit School, not investment related, Winston Salem, NC, 27104, Independent K-9 School, Board Chair, 07/2/23, 2-10 Hours per month; 2 hours during trading hours, as a board member we advise the administration on strategy and initiatives. 4) John W. Davis III 2016 Revocable Trust, investment related, Winston-Salem, NC, Beneficiary Trustee, 1/2016, zero hours per month, zero hours during trading hours, beneficiary and Co-Trustee of the Revocable Trust for family. 5) Rotary Club of WS, not investment related, Winston-Salem, NC, 27120, Membership Committee Member, 7/2011, 0-1 hours per month, 0-1 hours during trading hours, Membership growth activities. 6) Do Stuff Media - Digital company, Austin, TX 78704, Passive Investor, 8/2018, 0 hours per month, zero hours during trading hours, passive investor. 7) YMCA of NWNC, not investment related, local YMCA association, Board Member, 5/2013, 3 hours per month, 1 hour during trading hours, board member for our community Y association. provide strategy and support for the staff. 8) Herd of Kats LLC dba The RamKat, live music venue, Winston Salem, NC 27101, passive investor, 1/2018, zero hours per month, zero hours during trading hours, passive investor. 9) Davis Winston LLC, holding company formed for the purpose of managing revenue and expenses for securities business, Winston-Salem, NC, Owner, 10-2023, zero hours per month, zero hours during trading hours. 10) Apollon Wealth Management, investment related, affiliate RIA, Charleston, NC, Wealth Management Advisor, 10/2023, 160 hours per month, 35 hours/week during trading hours, carry out tasks and duties to help my various clients, including research, investments, long range planning and portfolio advising. 11) Winston-Salem Symphony, not investment related, non-profit symphony, Winston-Salem, NC 27101; Board Member, 3 hours per month, 2 hours during trading hours, member of the board of local symphony. 12) Adi Dassler International Family Office, investment related dba for b/d and RIA business, Winston-Salem, NC, Partner, 10/2023, 200 hours per month, 35 hours/week during trading hours, this is the DBA name that we utilize in all our office business activities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-01
  • S66 Uniform Combined State Law Examination
    2005-06-01
Other Names
  • J Wesley Davis
  • Wesley Davis
  • John Wesley Davis
  • John Wesley Davis

View on SEC IAPD

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