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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2022-11-17 |
| TX | RA | APPROVED_RES | 2022-11-07 |
| CO | RA | APPROVED | 2021-02-16 |
Branch Locations
151 Calle De San Francisco Suite 200, Pmb 5577, San Juan, PR 00901 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
600 South 19Th Avenue, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-02-25 |
| MT | RA | APPROVED | 1999-01-01 |
Branch Locations
1401 17Th Street Suite 1560, Denver, CO 80202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holmes & Turner Financial Services | Bozeman | MT | 09/1998 | Present |
| Cascade Financial Management, Inc | Denver | CO | 05/2001 | 12/2020 |
| Apollon Wealth Management, Llc | Denver | CO | 01/2021 | Present |
1) HOLMES AND TURNER FINANCIAL SERVICES /1283 N. 14TH AVE. SUITE 201 BOZEMAN, MT 59715 / PROMOTER FOR FINANCIAL ADVISORY SERVICES / SECURITIES RELATED: Y/ DUTIES: President and Chief Compliance Officer /10 HOURS A WEEK DEVOTED DURING TRADING HOURS 2)RDE RANCHERS / P.O. BOX 350 CLYDE PARK MT. 59715/ MEMBER / 2 HOURS PER MONTH/ HOURS DEVOTED DURING TRADING HOURS: 0/ SECURITIES RELATED: NO/ 1997
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-29 |
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