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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-02-12 |
Branch Locations
4411 E. Sunshine Suite B, Springfield, MO 65809 • United States
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 |
|---|---|---|---|---|
| Cascade Financial Management | Denver | CO | 12/2005 | Present |
| Apollon Wealth Management, Llc | Springfield | MO | 01/2020 | Present |
1.) INDEPENDENT INSURANCE AGENT; SAME LOCATION 2.) DUES TERRA LLC, NON-INVESTMENT RELATED, 2257 E POWELL SPRINGFIELD MO 65804, PROPERTY RENTALS, LIMITED PARTNER, 10/2004, ONE HOUR PER YEAR/0 DURING TRADING HOURS, LLC ORGANIZED TO PURCHASE RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-04 |
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