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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-17 |
Branch Locations
4 Caufield Place, Newton, PA 18940 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas Mcdonald Partners Llc | Cleveland | OH | 12/2009 | 12/2017 |
| Prism Advisory Group, Llc | Newtown | PA | 12/2009 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2021 | Present |
| Frontier Solutions, Llc | Richmond | VA | 01/2018 | 12/2020 |
| Apollon Wealth Management, Llc | Mt. Pleasant | SC | 06/2021 | Present |
1) Prism Advisory Group, LLC; Investment Related; 4 Caufield Place, Suite 102, Newtown, PA 18940; Investment Advisory; Managing Member; 12/2009; 172 Hrs/Mth; Investment Advice, Financial Planning to Clients 2) Apollon Insurance Solutions, LLC; Investment Related; 2 Wharfside St, Ste 2-o, Charleston SC 29401; Fixed Insurance Sales; Agent; 2/2021; 1 hour/month; insurance advice and sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-02 |
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