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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-01-08
  • GA RA
    APPROVED
    Since 2025-01-08

Branch Locations

367 Atlanta St Se, Marietta, GA 30060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2008 → 05/2023
    Insurance Sales
    Atlanta, GA
  • 11/2015 → 10/2022
    Kalos Capital, Inc.
    Alpharetta, GA
  • 11/2015 → 07/2018
    Kalos Management, Llc
    Alpharetta, GA
  • 12/2008 → 05/2023
    Catalyst Advisors Financial Group, Llc
    Suwanee, GA
  • 04/2018 → 12/2023
    Catalyst Wealth Management, Llc
    Atlanta, GA
  • 01/2023 → 11/2023
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2023 → 12/2024
    Apollon Wealth Management Dba Catalyst Apollon
    Atlanta, GA
  • 01/2025 → Present
    Marietta, GA
Previous Registrations
  • 2023-05-08 → 2025-01-02
    Mount Pleasant, SC
    Atlanta, GA
  • 2018-05-04 → 2023-12-13
    Catalyst Wealth Management
    Atlanta, GA
  • 2015-12-10 → 2018-07-11
    Kalos Management
    Atlanta, GA
    Ponte Vedra Beach, FL
  • 2015-10-21 → 2015-12-16
    Atlanta, GA
Other Businesses

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.

Exams
CodeExamDate
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
  • 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
Other Names
  • Cal Halliburton
  • John Callaway Halliburton

View on SEC IAPD

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