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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-09-29 |
| IL | RA | APPROVED | 2023-09-22 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Carmel, IN • United States
233 S Wacker Drive Suite 4400, Chicago, IL 60606 • United States
1531 S. Grove Avenue, Suite 206, Barrington, IL 60010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Carmel | IN | 07/2016 | 10/2016 |
| Cetera Investment Advisers Llc | Carmel | IN | 07/2016 | 10/2016 |
| Cetera Investment Services Llc | St.CLoud | MN | 07/2016 | 10/2016 |
| Bmo Harris Financial Advisors, Inc. | Indianapolis | IN | 10/2016 | 10/2017 |
| Goldman Sachs Personal Financial Management | Newport Beach | CA | 10/2017 | 09/2023 |
| Apollon Wealth Management | Carmel | IN | 09/2023 | Present |
Newfileds Board of Directors, non-investment related; Carmel Symphony Orchestra Board of Directors, non-investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-16 |
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