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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-11 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
5550 Triangle Parkway Suite 101, Peachtree Corners, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zenfish Poke Bar | Morrisville | NC | 06/2018 | 08/2019 |
| Publix Supermarkets | Cary And Atlanta, Ga | GA | 03/2020 | 12/2020 |
| Elwood & Goetz Wealth Advisory | Athens | GA | 10/2021 | 04/2022 |
| Goldman Sachs | Peachtree Corners | GA | 06/2022 | 08/2022 |
| Goldman Sachs | Peachtree Corners | GA | 01/2023 | 10/2023 |
| Unemployed/Full-Time Education | Cary | NC | 09/2001 | 05/2018 |
| Full-Time Education | Athens | GA | 08/2019 | 12/2022 |
| Apollon Wealth Management | Peachtree Corners | GA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-03 |
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