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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-03 |
Branch Locations
28 E Roseville Rd., Suite B, Lancaster, PA 17601 • 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 |
|---|---|---|---|---|
| Rkl Wealth Management Llc | Lancaster | PA | 06/2018 | 06/2025 |
| Lanterna Distributors Inc. | Baltimore | MD | 01/2017 | 06/2018 |
| Greysteel | Bethesda | MD | 04/2016 | 01/2017 |
| Apollon Wealth Management, Llc | Mt Pleasant | SC | 06/2025 | Present |
Historical Preservation Trust of Lancaster County | 123 N Prince St., Lancaster, PA 17603 | a 501(c)(3) nonprofit organization that advocates for the preservation of historic architecture in Lancaster County, PA and promotes community education regarding historic preservation. | Treasurer, reviewing financial statements, monitoring investment accounts managed by independent third-party firms, reviewing banking transactions, and acting as a check signatory for the organization. | Approx. 4 hrs per month | No compensation | Investment-related involving the oversight of the nonprofit's investment accounts; however, the accounts are managed by an independent third-party investment advisor. The firm has reviewed this activity for potential conflicts, including no use of firm resources and no solicitation of firm clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-31 |
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