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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-24 |
Branch Locations
3535 Piedmont Road Ne Building 14-500, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Polaris Investment Partners, Inc | Charleston | SC | 08/1997 | 02/2018 |
| Apollon Wealth Management, Llc | Charleston | SC | 02/2018 | 08/2022 |
| Bison Wealth, Llc | Atlanta | GA | 04/2023 | 01/2025 |
| Unemployed | Atlanta | GA | 08/2022 | 04/2023 |
| Focus Partners, Wealth Llc | Boston | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-14 |
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