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Advisor at APOLLON WEALTH MANAGEMENT, LLC
West Palm Beach, FL | MOUNT PLEASANT, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| APOLLON WEALTH MANAGEMENT, LLC | Independent wealth | Jul 17, 2026 | n/a | yes | MOUNT PLEASANT, SC|West Palm Beach, FL | Current employment |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Bd affiliated wealth | May 7, 2018 | Jun 29, 2026 | no | Morristown, NJ|STAMFORD, CT|Florham Park, NJ|Clearwater, FL|West Palm Beach, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | May 7, 2018 | no | Short Hills, NJ | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | May 2, 2008 | Jun 1, 2009 | no | WARREN, NJ|SHORT HILLS, NJ | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | May 3, 2002 | May 22, 2008 | no | FLORHAM PARK, NJ|FLORHAM PARK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | APOLLON WEALTH MANAGEMENT, LLC | Jun 29, 2026 | Jul 17, 2026 | 18 | Firm change | Ibd to RIA |
| MORGAN STANLEY | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | May 7, 2018 | May 7, 2018 | 0 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY & CO. LLC | May 22, 2008 | May 2, 2008 | -20 | Firm change | Other |