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Current Employers
Apollon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-02-17
  • FL RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 09/2015 → 12/2020
    Blue Chip Wealth Mangement, Inc.
    Miami Beach, FL
  • 06/2016 → 12/2020
    Fortune Financial Services, Inc
    Monaca, PA
  • 01/2021 → Present
    Apollon Wealth Management D/B/A Blue Chip Wealth Management
    Miami Beach, FL
  • 02/2021 → 06/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2016-01-22 → 2021-03-30
    Blue Chip Wealth Management, Inc.
    Miami Beach, FL
  • 2015-09-23 → 2016-03-22
    Daniel Wealth Advisors
    Miami Beach, FL
  • 2011-06-02 → 2015-11-19
    Platinum Wealth Partners
    Tampa, FL
    Miami, FL
    Miami, FL
  • 2009-06-01 → 2010-11-19
    Miami, FL
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Miami, FL
  • 2003-08-29 → 2007-04-02
    Morgan Stanley Dw Inc.
    Miami, FL
    Miami, FL
  • 2003-07-01 → 2003-08-13
    Miami, FL
  • 2000-10-30 → 2003-07-01
    Prudential Equity Group, Llc
    Miami, FL
Other Businesses

- 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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-01-03
S63 Uniform Securities Agent State Law Examination 1993-12-27
  • S65 Uniform Investment Adviser Law Examination
    1994-01-03
  • S63 Uniform Securities Agent State Law Examination
    1993-12-27
Other Names
  • Andy Kane
  • Andrew Satinsky
  • Andrew Kane

View on SEC IAPD

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