DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner18 years in industry

SABRINA ROSH

Advisor at APOLLON WEALTH MANAGEMENT, LLC

San Jose, CA | MOUNT PLEASANT, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:363409c2-5180-87e8-bd81-5d81fc449f66

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Jan 23, 2009 to Sep 15, 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: Sep 15, 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: 8
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 15, 2008
First registration: Jan 23, 2009
Dual registered: no
IAPD individual key: 5487602

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	San Jose, CA\|MOUNT PLEASANT, SC	Current employment
MOTLEY FOOL WEALTH MANAGEMENT, LLC	Independent wealth	May 30, 2025	Apr 20, 2026	no	ALEXANDRIA, VA\|San Jose, CA	Previous registration
Ellevest	Independent wealth	Sep 29, 2023	Mar 13, 2025	no	San Jose, CA\|NEW YORK, NY	Previous registration
WEALTH ARCHITECTS, LLC	Independent wealth	Jan 22, 2019	Aug 28, 2023	no	MOUNTAIN VIEW, CA	Previous registration
BRIGHTON JONES LLC	Independent wealth	Jan 11, 2017	Apr 11, 2019	no	San Francisco, CA\|SEATTLE, WA	Previous registration
BRIGHTON JONES LLC	Independent wealth	Apr 22, 2016	Dec 31, 2016	no	San Francisco, CA\|SEATTLE, WA	Previous registration
LWI FINANCIAL INC.	Former SEC adviser	Sep 13, 2012	Apr 4, 2016	no	SAN JOSE, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Apr 29, 2010	Sep 6, 2012	no	CAMPBELL, CA	Previous registration
BELLATORE FINANCIAL, INC.	Independent wealth	Jan 23, 2009	Sep 18, 2009	no	THE WOODLANDS, TX	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
Ellevest	MOTLEY FOOL WEALTH MANAGEMENT, LLC	Mar 13, 2025	May 30, 2025	78	Firm change	RIA to RIA
WEALTH ARCHITECTS, LLC	Ellevest	Aug 28, 2023	Sep 29, 2023	32	Firm change	RIA to RIA
BRIGHTON JONES LLC	WEALTH ARCHITECTS, LLC	Apr 11, 2019	Jan 22, 2019	-79	Firm change after gap	RIA to RIA
LWI FINANCIAL INC.	BRIGHTON JONES LLC	Apr 4, 2016	Apr 22, 2016	18	Firm change	Other
STRATEGIC ADVISERS LLC	LWI FINANCIAL INC.	Sep 6, 2012	Sep 13, 2012	7	Firm change	Other
BELLATORE FINANCIAL, INC.	STRATEGIC ADVISERS LLC	Sep 18, 2009	Apr 29, 2010	223	Firm change	Other

Relationships

Registered with (8)

→ APOLLON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 1, 2026 to presentfactForm ADV
→ MOTLEY FOOL WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 30, 2025 to Apr 20, 2026factForm ADV
→ ELLEVESTRegistered adviserregistration: previous registration
Sep 29, 2023 to Mar 13, 2025factForm ADV
→ WEALTH ARCHITECTS, LLCRegistered adviserregistration: previous registration
Jan 22, 2019 to Aug 28, 2023factForm ADV
→ BRIGHTON JONES LLCRegistered adviserregistration: previous registration
Jan 11, 2017 to Apr 11, 2019factForm ADV
→ LWI FINANCIAL INC.Registered adviserregistration: previous registration
Sep 13, 2012 to Apr 4, 2016factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Apr 29, 2010 to Sep 6, 2012factForm ADV
→ BELLATORE FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 23, 2009 to Sep 18, 2009factForm ADV

Dated events

Occurred
Apr 20, 2026
Advisor changed firm
Sabrina Rosh left Motley Fool Wealth Management, Llc for Apollon Wealth Management, Llc (registered 2026-04-01)
Form ADVobserved 6 days ago
Occurred
Mar 13, 2025
Advisor changed firm
Sabrina Rosh left Ellevest for Motley Fool Wealth Management, Llc (registered 2025-05-30)
Form ADVobserved 6 days ago
Occurred
Aug 28, 2023
Advisor changed firm
Sabrina Rosh left Wealth Architects, Llc for Ellevest (registered 2023-09-29)
Form ADVobserved 6 days ago