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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Proper Wealth Management | Austin | TX | 04/2015 | 11/2020 |
| Apollon Wealth Management, Llc | Austin | TX | 11/2020 | Present |
- INDEPENDENT INSURANCE AGENT; NON-INVESTMENT RELATED; 600 CONGRESS AVE. SUITE 1400, AUSTIN, TX 78701; START DATE 01/2012, 5% OF HIS TIME DEVOTED TO THIS TO OTHER BUSINESS AND DURING TRADING HOURS; INSURANCE SALES - Endymion Advisory; Investment related, No; 130 Empire Court Austin, Tx 78737; Meeting with small business owners to help them develop a plan to target their market more effectively and network better; Manager; Start Date 8/9/2024; Hrs/Mth 4; Hrs/Mth during trading 2; Putting together a business plan that could focus on the use of email marketing, social outreach on platforms like LinkedIn and introductions to firms where they can leverage their impact such as partnering with consulting firms that cater to businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-02 |
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