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Daniel Michael Sheehan

Telos Wealth Advisors

Charlotte, NC

Matthews, NC

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Current Employers
Telos Wealth Advisors

Matthews, NC • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-11
NC RA APPROVED 2024-01-12
  • TX RA
    APPROVED
    Since 2024-12-11
  • NC RA
    APPROVED
    Since 2024-01-12

Branch Locations

Charlotte, NC • United States

Matthews, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of South Carolina Aiken SC 08/2016 05/2020
Augusta University Augusta GA 06/2020 08/2021
Ubs Financial Services Inc. Charlotte NC 01/2022 08/2023
Unemployed Aiken SC 09/2021 12/2021
Telos Wealth Management, Llc Charlotte NC 01/2024 Present
Apollon Wealth Management, Llc Matthews NC 08/2023 01/2024
  • 08/2016 → 05/2020
    University Of South Carolina
    Aiken, SC
  • 06/2020 → 08/2021
    Augusta University
    Augusta, GA
  • 01/2022 → 08/2023
    Ubs Financial Services Inc.
    Charlotte, NC
  • 09/2021 → 12/2021
    Unemployed
    Aiken, SC
  • 01/2024 → Present
    Telos Wealth Management, Llc
    Charlotte, NC
  • 08/2023 → 01/2024
    Apollon Wealth Management, Llc
    Matthews, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-21
  • S66 Uniform Combined State Law Examination
    2023-03-21
Other Names
  • Dan Sheehan
  • Daniel Sheehan

View on SEC IAPD

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