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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-14 |
| AZ | RA | APPROVED | 2026-05-13 |
| TX | RA | APPROVED_RES | 2026-04-28 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
10450 East Riggs Road, Suite 101, Sun Lakes, AZ 85248 • United States
400 West English Road Ste 223, High Point, NC 27262 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-01 |
Branch Locations
10450 E Riggs Road Suite 101, Sun Lakes, AZ 85248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Val Vista Capital Management (D/B/A Netzel Financial) | Chandler | AZ | 08/2022 | 04/2024 |
| Advanced Energy | Denver | CO | 02/2014 | 08/2020 |
| Unemployed | Sedona | AZ | 09/2020 | 07/2022 |
| Terra Wealth | Sun Lakes | AZ | 04/2024 | Present |
| Apollon Wealth Management, Llc | Mount Pleasant | SC | 04/2026 | Present |
Bell Rock Consulting; 09/2021 - Present; not investment related; Sedona AZ, software/computer consulting; Owner; 0 hours/month; provide sales/marketing consulting services as well as software consulting to individuals and companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-22 |
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