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Advisor at APOLLON WEALTH MANAGEMENT, LLC
Miami 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 | Feb 17, 2021 | n/a | yes | MOUNT PLEASANT, SC|Miami Beach, FL | Current employment |
| BLUE CHIP WEALTH MANAGEMENT, INC. | Former SEC adviser | Jan 22, 2016 | Mar 30, 2021 | no | MIAMI BEACH, FL | Previous registration |
| DANIEL WEALTH ADVISORS | Former SEC adviser | Sep 23, 2015 | Mar 22, 2016 | no | Miami Beach, FL | Previous registration |
| PLATINUM WEALTH PARTNERS | Former SEC adviser | Jun 2, 2011 | Nov 19, 2015 | no | TAMPA, FL|MIAMI, FL|MIAMI, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Nov 19, 2010 | no | MIAMI, FL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 1, 2009 | no | MIAMI, FL | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Aug 29, 2003 | Apr 2, 2007 | no | MIAMI, FL|MIAMI, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 1, 2003 | Aug 13, 2003 | no | MIAMI, FL | Previous registration |
| PRUDENTIAL EQUITY GROUP, LLC | n/a | Oct 30, 2000 | Jul 1, 2003 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLUE CHIP WEALTH MANAGEMENT, INC. | APOLLON WEALTH MANAGEMENT, LLC | Mar 30, 2021 | Feb 17, 2021 | -41 | Firm change after gap | RIA to RIA |
| DANIEL WEALTH ADVISORS | BLUE CHIP WEALTH MANAGEMENT, INC. | Mar 22, 2016 | Jan 22, 2016 | -60 | Firm change after gap | Other |
| PLATINUM WEALTH PARTNERS | DANIEL WEALTH ADVISORS | Nov 19, 2015 | Sep 23, 2015 | -57 | Firm change after gap | Other |
| MORGAN STANLEY | PLATINUM WEALTH PARTNERS | Nov 19, 2010 | Jun 2, 2011 | 195 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | MORGAN STANLEY DW INC. | Aug 13, 2003 | Aug 29, 2003 | 16 | Firm change | Other |
| PRUDENTIAL EQUITY GROUP, LLC | WELLS FARGO ADVISORS | Jul 1, 2003 | Jul 1, 2003 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281083:291902:FL:2021-03-30 | Mar 30, 2021 | Feb 17, 2021 | MIAMI BEACH, FL | Firm change after gap |
| 145507:150382:FL:2015-11-19 | Nov 19, 2015 | Sep 23, 2015 | MIAMI, FL | Firm change after gap |