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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-23 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
1601 Washington Ave, Suite 320, Miami Beach, FL 33139 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Chip Wealth Management, Inc. | Miami Beach | FL | 01/2016 | 12/2020 |
| Fortune Financial Services, Inc | Monaca | PA | 06/2016 | 12/2020 |
| Apollon Wealth Management, Llc | Miami Beach | FL | 01/2021 | Present |
1) GARCIA ASSET MGMT, LLC 1691 MICHIGAN AVENUE, SUITE 310, MIAMI BEACH, FL 33139 [for tax purposes/write offs for his business] - LLC FOR SECURITIES BUSINESS EXPENSES - 100% OWNER SINCE 7/2012 - APPROX 40 HRS/MO - NO COMPENSATION. 2) INDEPENDENT INSURANCE AGENT; SAME LOCATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-01 |
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