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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-05-08 |
Branch Locations
3344 Peachtree Road Ne, Suite 2600, 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 |
|---|---|---|---|---|
| Catalyst Wealth Management, Llc | Suwanee | GA | 08/2009 | 05/2023 |
| Kalos Capital, Inc. | Alpharetta | GA | 11/2015 | 10/2022 |
| Kalos Management, Llc | Alpharetta | GA | 12/2015 | 07/2018 |
| Catalyst Wealth Management, Llc | Suwanee | GA | 04/2018 | 12/2023 |
| Purshe Kaplan Sterling Investment | Albany | NY | 01/2023 | Present |
| Apollon Wealth Management Dba Catalyst Apollon | Atlanta | GA | 05/2023 | Present |
APOLLON WEALTH MANAGEMENT DBA CATALYST APOLLON; WEALTH ADVISOR; SEC-REGISTERED INVESTMENT ADVISER ; INVESTMENT RELATED; AT REGISTERED LOCATION; 5/12/2023; 160 HRS/MONTH; 160 HRS/MONTH DURING TRADING; WEALTH ADVISOR. || JOHNS CREEK NRG INC; POSITION: PRESIDENT; NATURE: NETWORKING GROUP WITH OTHER PROFESSIONALS; INVESTMENT RELATED: NO; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 0; START DATE: 05/06/2011; 1001 CAMBRIDGE SQUARE, SUITE D, ALPHARETTA, GA 30009; DESCRIPTION: LEADS A MEETING ONCE PER WEEK WHERE PROFESSIONALS GATHER TO DISCUSS BUSINESS AND NETWORK TOGETHER. || VARIOUS INSURANCE AGENCIES; POSITION: AGENT; NATURE: INSURANCE ADMINISTRATION; INVESTMENT RELATED; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 5; START DATE: 08/01/2009; DESCRIPTION: PREPARE PAPERWORK AND SUBMIT APPLICATIONS FOR UNDERWRITING TO VARIOUS LIFE, DISABILITY, LONG-TERM CARE INSURANCE AND FIXED AND FIXED INDEX ANNUITY CARRIERS; 5400 LAUREL SPRINGS PKWY, SUITE 203, SUWANEE, GA 30024 || ADVISORS EXCEL; POSITION: INSURANCE AGENT; NATURE: INSURANCE AND ANNUITIES; INVESTMENT RELATED; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 10; START DATE: 04/26/2017; 5400 LAUREL SPRINGS PKWY, SUITE 203, SUWANEE, GA 30024; DESCRIPTION: USES TO HELP WITH INSURANCE AND ANNUITIES SERVICES FOR CLIENTS. || IMPACT PARTNERSHIP LLC POSITION: Insurance independent contractor NATURE: IMO, Fixed Insurance and Annuity Business INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2019 ADDRESS: 3550 George Busbee Pkwy Suite 450, Kennesaw GA 30144, United States DESCRIPTION: Sell fixed insurance and annuity products when appropriate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-21 |
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