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Robert David Haggard

Apollon Wealth Management, LLC

Mount Pleasant, SC

Peachtree Corners, GA

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Current Employers
Apollon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-10-01
TX RA APPROVED 2024-09-18
  • GA RA
    APPROVED
    Since 2024-10-01
  • TX RA
    APPROVED
    Since 2024-09-18

Branch Locations

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

5550 Triangle Parkway, Suite 101, Peachtree Corners, GA 30092 • 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
Acg Wealth Inc. Atlanta GA 09/2015 03/2018
Adi Dassler International Family Office Usa Limited Partnership Nassau 03/2018 06/2019
Adi Dassler Family Office Llc Alpharetta GA 03/2019 09/2020
Ucap Asset Management Miami FL 09/2020 Present
Apollon Wealth Management Atlanta GA 09/2024 Present
  • 09/2015 → 03/2018
    Acg Wealth Inc.
    Atlanta, GA
  • 03/2018 → 06/2019
    Adi Dassler International Family Office Usa Limited Partnership
    Nassau
  • 03/2019 → 09/2020
    Adi Dassler Family Office Llc
    Alpharetta, GA
  • 09/2020 → Present
    Ucap Asset Management
    Miami, FL
  • 09/2024 → Present
    Apollon Wealth Management
    Atlanta, GA
Previous Registrations
  • 2020-10-09 → 2024-10-03
    Ucap Americas
    Alpharetta, GA
    Miami, FL
    Altlanta, GA
  • 2019-06-06 → 2020-09-30
    Adi Dassler Family Office Llc
    New York, NY
    Alpharetta, GA
  • 2018-03-06 → 2019-06-05
    Adi Dassler International Family Office Usa Limited Partnership
    Cumming, GA
    Miami, FL
  • 2015-09-18 → 2018-03-16
    Acg Wealth Inc.
    Atlanta, GA
    Cumming, GA
  • 2009-03-17 → 2012-06-15
    Oppenheimer & Co. Inc.
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
  • 2006-02-06 → 2009-03-16
    Stanford Group Company
    Atlanta, GA
  • 2002-06-20 → 2005-12-31
    Wells Fargo Clearing Services, Llc
    Duluth, GA
  • 2002-03-25 → 2002-06-20
    Wachovia Securities, Inc.
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-16
S63 Uniform Securities Agent State Law Examination 1990-08-04
  • S65 Uniform Investment Adviser Law Examination
    2001-02-16
  • S63 Uniform Securities Agent State Law Examination
    1990-08-04
Designations
Other Names
  • David Haggard
  • R David Haggard
  • Robert D Haggard

View on SEC IAPD

Other Firms

APOLLON FINANCIAL, LLC
JANNEY MONTGOMERY SCOTT LLC
SAOS CAPITAL, LLC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
MORRIS FINANCIAL CONCEPTS, INC.
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

ALEXANDRA GUNDRADA LUNDGREN
Josh Joseph Renda
JASON THOMAS ROSENER
OWEN HAYES MALCOLM
CHRISTOPHER MICHAEL BURKE
PAUL FRANCIS SPIZZUOCO
BRIAN JAMES WILEY
ROBERT HY GORMAN

Other Offices

APOLLON FINANCIAL, LLC · MOUNT PLEASANT, SC
JANNEY MONTGOMERY SCOTT LLC · Mt. Pleasant, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
CETERA INVESTMENT ADVISERS LLC · MT. PLEASANT, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC
MORRIS FINANCIAL CONCEPTS, INC. · MOUNT PLEASANT, SC

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