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RIA / WealthAdvisorCertified Financial Planner18 years in industry

SEAN FREDRICK GATES

Advisor at APOLLON WEALTH MANAGEMENT, LLC

MOUNT PLEASANT, SC | Alexandria, VA

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Search this name across graphsid dfx:ria:31a07c44-9b92-69b7-7b09-f32142acb6d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jan 12, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: APOLLON WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 4, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S65|S63
First exam: Jun 4, 2008
First registration: Jan 12, 2011
Dual registered: no
IAPD individual key: 5320621

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
APOLLON WEALTH MANAGEMENT, LLC	Independent wealth	Apr 1, 2026	n/a	yes	MOUNT PLEASANT, SC\|Alexandria, VA	Current employment
MOTLEY FOOL WEALTH MANAGEMENT, LLC	Independent wealth	Feb 13, 2025	Apr 20, 2026	no	ALEXANDRIA, VA	Previous registration
LIFESTYLE WEALTH	n/a	Oct 3, 2022	Apr 30, 2025	no	Alexandria, VA	Previous registration
MOTLEY FOOL WEALTH MANAGEMENT, LLC	Independent wealth	Mar 18, 2014	Jan 18, 2022	no	ALEXANDRIA, VA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 12, 2011	Feb 13, 2014	no	COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MOTLEY FOOL WEALTH MANAGEMENT, LLC	APOLLON WEALTH MANAGEMENT, LLC	Apr 20, 2026	Apr 1, 2026	-19	Firm change	RIA to RIA
LIFESTYLE WEALTH	MOTLEY FOOL WEALTH MANAGEMENT, LLC	Apr 30, 2025	Feb 13, 2025	-76	Firm change after gap	Other
MOTLEY FOOL WEALTH MANAGEMENT, LLC	LIFESTYLE WEALTH	Jan 18, 2022	Oct 3, 2022	258	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	MOTLEY FOOL WEALTH MANAGEMENT, LLC	Feb 13, 2014	Mar 18, 2014	33	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
165689:291902:VA:2026-04-20	Apr 20, 2026	Apr 1, 2026	ALEXANDRIA, VA	Firm change

Relationships

Registered with (4)

→ APOLLON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 1, 2026 to presentfactForm ADV
→ MOTLEY FOOL WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 13, 2025 to Apr 20, 2026factForm ADV
→ LIFESTYLE WEALTHRegistered adviserregistration: previous registration
Oct 3, 2022 to Apr 30, 2025factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 12, 2011 to Feb 13, 2014factForm ADV

Dated events

Occurred
Apr 20, 2026
Advisor changed firm
Sean Fredrick Gates left Motley Fool Wealth Management, Llc for Apollon Wealth Management, Llc (registered 2026-04-01)
Form ADVobserved 6 days ago
Occurred
Apr 30, 2025
Advisor changed firm
Sean Fredrick Gates left Lifestyle Wealth for Motley Fool Wealth Management, Llc (registered 2025-02-13)
Form ADVobserved 6 days ago
Occurred
Jan 18, 2022
Advisor changed firm
Sean Fredrick Gates left Motley Fool Wealth Management, Llc for Lifestyle Wealth (registered 2022-10-03)
Form ADVobserved 6 days ago