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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-22 |
Branch Locations
3960 Hillside Drive #201, Delafield, WI 53018 • 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 |
|---|---|---|---|---|
| Milwaukee Sting Vbc | N54 W13901 Wooddale Drive | WI | 11/2009 | 07/2017 |
| Sagepoint Financial, Inc. | Delafield | WI | 08/2016 | 01/2020 |
| Independent Financial Group | Delafield | WI | 01/2020 | 04/2026 |
| Apollon Wealth Management, Llc | Mount Pleasant | SC | 04/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2026 | Present |
1) Apollon Wealth Management d/b/a Senglaub Financial. Investment-related. At registered location. RIA. Financial Advisor. Start date: 4/1/2026. 160 hrs/month; all during trading hours. Provide advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-26 |
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