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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-17 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
1601 Washington Ave, Suite 320, Miami Beach, FL 33139 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Blue Chip Wealth Mangement, Inc. | Miami Beach | FL | 09/2015 | 12/2020 |
| Fortune Financial Services, Inc | Monaca | PA | 06/2016 | 12/2020 |
| Apollon Wealth Management D/B/A Blue Chip Wealth Management | Miami Beach | FL | 01/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2021 | 06/2024 |
- DANA KAUFMAN REALTY -Investment related: no--1011 BRICKELL BAY DRIVE, SUITE 2650, MIAMI, FL 33131 - ENTITY FOR PERSONAL REAL ESTATE TRANSACTIONS - 100% OWNER SINCE 10/2005 - NO COMPENSATION- hours/month 0 - Condo Blue Diamond Board of Directors--investment related no--4779 Collins Ave, Miami Beach FL 33140--Board of Directors--Secretary--start date 12/2009--hours/month 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-27 |
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