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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Sales | Atlanta | GA | 05/2008 | 05/2023 |
| Kalos Capital, Inc. | Alpharetta | GA | 11/2015 | 10/2022 |
| Kalos Management, Llc | Alpharetta | GA | 11/2015 | 07/2018 |
| Catalyst Advisors Financial Group, Llc | Suwanee | GA | 12/2008 | 05/2023 |
| Catalyst Wealth Management, Llc | Atlanta | GA | 04/2018 | 12/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2023 | 11/2023 |
| Apollon Wealth Management Dba Catalyst Apollon | Atlanta | GA | 05/2023 | 12/2024 |
| Ameriprise Financial Services, Llc | Marietta | GA | 01/2025 | Present |
Outside Employment; Wilder and Wilder LLC; Practice operations.; Practice operations. I am an employee of this entity which exists for payroll, rents, etc.; 367 Atlanta Stree, , Marietta, GA, 30064; Investment-Related; 01/02/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-12 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-16 |
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