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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-04 |
| TX | RA | APPROVED | 2023-09-22 |
Branch Locations
5550 Triangle Parkway Suite 101, Peachtree Corners, GA 30092 • 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 |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 08/2012 | 09/2023 |
| Apollon Wealth Management | Peachtree Corners | GA | 09/2023 | Present |
1. Investment Committee Member at Presbyterian Church in America Foundation, a religious institution. Organization's primary address is in Lawrenceville, GA. Organization is not primarily engaged in investment-related activity. Start Date is September 1st, 2016. Ten hours per year. Duties include advising and consulting on the strategic direction of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-08 |
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