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Current Employers
Apollon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-04-01
OR RA APPROVED 2026-04-01
TX RA APPROVED 2026-04-01
  • NH RA
    APPROVED
    Since 2026-04-01
  • OR RA
    APPROVED
    Since 2026-04-01
  • TX RA
    APPROVED
    Since 2026-04-01

Branch Locations

Beaverton, OR • 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
Vista Capital Partners Portland OR 11/2019 06/2024
Aldrich Lake Oswego OR 04/2018 11/2019
Ferguson Wellman Capital Partners Portland OR 09/2013 03/2018
Ellevest Beaverton OR 06/2024 03/2025
Motley Fool Wealth Management, Lllc Alexandria VA 04/2025 Present
Apollon Wealth Management, Llc Mount Pleasant SC 04/2026 Present
  • 11/2019 → 06/2024
    Vista Capital Partners
    Portland, OR
  • 04/2018 → 11/2019
    Aldrich
    Lake Oswego, OR
  • 09/2013 → 03/2018
    Ferguson Wellman Capital Partners
    Portland, OR
  • 06/2024 → 03/2025
    Beaverton, OR
  • 04/2025 → Present
    Motley Fool Wealth Management, Lllc
    Alexandria, VA
  • 04/2026 → Present
    Mount Pleasant, SC
Previous Registrations
Designations
Other Names
  • Lyndsi Grace Fink
  • Lyndsi Stender

View on SEC IAPD

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