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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-15 |
Branch Locations
2431 Devine St, Columbia, SC 29205 • 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 |
|---|---|---|---|---|
| Colonial Trust Advisors, Inc. | Columbia | SC | 10/2015 | 09/2021 |
| Colonial Trust Company | Spartanburg | SC | 10/2015 | 09/2021 |
| Southstate Bank | Columbia | SC | 10/2021 | 05/2023 |
| Apollon Wealth Management | Mount Pleasant | SC | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-03 |
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