Dax Carlyle Allred

Current Employers

Employment History

• 08/2006 → Present
  Allred Family Holdings, Inc.
  Winston-Salem, NC
• 11/2023 → Present
  J. Alden Associates, Inc.
  Wayne, PA
• 04/2024 → Present
  Apollon Wealth Management
  Winston-Salem, NC
• 11/2025 → Present
  Cabot Lodge Securities Llc
  Schaumburg, IL

Other Businesses

1) Adi Dassler International Family Office, investment related, DBA for both B/D and RIA business, Winston-Salem, NC 27106, Relationship Manager, 4/2024, 195 hours per month, 32 hours during trading hours, DBA name that we utilize for all of our business activities. 2) Allred Family Holdings, Inc., not investment related, C-Corp f/k/a K&W Cafeterias Inc., business now holds undeveloped farm land and has a brokerage account with First National Bank, Winston-Salem, NC, President, 8/1/2008, 3 hours per month, zero during trading hours, oversee the real estate holdings/property management and I direct how to invest the brokerage account. 3) Allred Investment Company, LLC (AIC), not investment related, Winston-Salem, NC, owns commercial real estate, Vice President/Member-Manager, 8/2008, 3 hours per month, zero hours during trading hours, oversees the commercial real estate assets, including property management and monitor the sales of our tenant, K&W Holdings Group, LLC. In the event of a property sale, I present the investment and divided options to the members. 4) Allred Legacy LLC, not investment related, Winston-Salem, NC, Vice President/Member-Manager, 3/2013, 3 hours per month, zero hours during trading hours, oversees the underdeveloped farmland, including property management. In the event of a property sale, I present the investment and distribution options to members. 5) Apollon Wealth Management, investment related, affiliated RIA, Mount Pleasant, SC 29464, Relationship Manager, 04/2024, 195 hours per month, 32 hours during trading hours, support investment advisors by facilitating client services requests, account maintenance and trad execution under firm supervision.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-26
• S65 Uniform Investment Adviser Law Examination
  2023-10-04

Other Names

• Dax Allred