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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-17 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
West Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Short Hills | NJ | 06/2009 | 05/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2018 |
| Raymond James Financial Services, Inc. | Morristown | NJ | 05/2018 | 05/2022 |
| Steward Partners Global Advisory Llc | West Palm Beach | FL | 05/2018 | 06/2026 |
| Steward Partners Investment Advisory, Llc | West Palm Beach | FL | 05/2018 | 06/2026 |
| Steward Partners Investment Solutions, Llc | West Palm Beach | FL | 05/2022 | 06/2026 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 06/2026 | Present |
| Apollon Wealth Management, Llc | Mount Pleasant | SC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-01 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-01 |
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