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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-04 |
| LA | RA | APPROVED | 2023-09-25 |
| TX | RA | APPROVED | 2023-09-25 |
Branch Locations
5550 Triangle Parkway Suite 101, Peachtree Corners, GA 30092 • 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 |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 03/2015 | 09/2023 |
| Girard Securities | Irvine | TX | 04/2015 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 09/2023 |
| Apollon Wealth Management | Peachtree Corners | GA | 09/2023 | Present |
1) ROBERT YU IS AN INSURANCE AGENT LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS. ROBERT YU MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-13 |
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