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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-12-23 |
Branch Locations
3379 Peachtree Road Ne, Suite 700, Atlanta, GA 30326 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Atlanta | GA | 09/2016 | 12/2019 |
| Agility Power Systems, Llc | Brookhaven | GA | 05/2017 | Present |
| Singularity Financial Services Llc | Atlanta | GA | 11/2019 | 12/2020 |
| J Alden Associates, Inc. | Jenkintown | PA | 01/2020 | Present |
| Apollon Wealth Management, Llc | Atlanta | GA | 12/2020 | Present |
| Alex Brown | Atlanta | GA | 09/2016 | 12/2019 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 11/2025 | Present |
1) Agility Power Systems, LLC, Brookhaven, GA 30319, holding company for private investment which owns less than 5% pf a privately held company called Helix Semiconductors, Owner/Sole Proprietor/no employees, 5/2017, 4 hours per monthly, 2 hours during trading hours, duties are monitoring the status of the private investment in Helix Semiconductors and following communications from the Helix management. 2) Apollon Wealth Management , investment related, Atlanta, GA 30326, RIA, Financial Advisor, 12/2020, 120 hours per month, 120 hours during trading hours, RIA financial advisor for private and institutional clients. 3) Jason Young & Associates, dba for Apollon Wealth Management, investment related, Atlanta, GA, RIA, Financial Advisor, 12/2020, 120 hours per month, 120 hours during trading hours, RIA financial advisor for private and institutional clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-28 |
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