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RIA / WealthAdvisor23 years in industry

Dana Greathouse

Advisor at APOLLON WEALTH MANAGEMENT, LLC

SPRINGFIELD, MO | MOUNT PLEASANT, SC

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Search this name across graphsid dfx:ria:4cd3b227-a4a1-797a-b40b-bbe39c127c5e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2013 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: May 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 14, 2003
First registration: Jan 3, 2013
Dual registered: no
Other names: DANA DORENE WILLIAMS|DANA DORENE GREATHOUSE
IAPD individual key: 4619600

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 21, 2022	n/a	yes	MOUNT PLEASANT, SC\|SPRINGFIELD, MO	Current employment
CASCADE FINANCIAL MANAGEMENT, INC.	Former SEC adviser	May 30, 2019	Feb 12, 2021	no	DENVER, CO\|DENVER, CO	Previous registration
BOK FINANCIAL PRIVATE WEALTH, INC.	Independent wealth	Apr 15, 2016	May 15, 2019	no	Denver, CO	Previous registration
PROSPERA FINANCIAL SERVICES, INC.	Bd affiliated wealth	Jul 22, 2013	Mar 18, 2016	no	DALLAS, TX\|EUREKA, CA	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jan 3, 2013	May 16, 2013	no	SAN DIEGO, CA	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
CASCADE FINANCIAL MANAGEMENT, INC.	APOLLON WEALTH MANAGEMENT, LLC	Feb 12, 2021	Apr 21, 2022	433	Firm change after gap	RIA to RIA
BOK FINANCIAL PRIVATE WEALTH, INC.	CASCADE FINANCIAL MANAGEMENT, INC.	May 15, 2019	May 30, 2019	15	Firm change	RIA to RIA
PROSPERA FINANCIAL SERVICES, INC.	BOK FINANCIAL PRIVATE WEALTH, INC.	Mar 18, 2016	Apr 15, 2016	28	Firm change	Other
FIRST ALLIED ADVISORY SERVICES, INC.	PROSPERA FINANCIAL SERVICES, INC.	May 16, 2013	Jul 22, 2013	67	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
119030:291902:CO:2021-02-12	Feb 12, 2021	Apr 21, 2022	DENVER, CO	Firm change after gap

Relationships

Registered with (5)

→ APOLLON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 21, 2022 to presentfactForm ADV
→ CASCADE FINANCIAL MANAGEMENT, INC.Registered adviserregistration: previous registration
May 30, 2019 to Feb 12, 2021factForm ADV
→ BOK FINANCIAL PRIVATE WEALTH, INC.Registered adviserregistration: previous registration
Apr 15, 2016 to May 15, 2019factForm ADV
→ PROSPERA FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 22, 2013 to Mar 18, 2016factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jan 3, 2013 to May 16, 2013factForm ADV

Dated events

No dated event names this entity yet.