DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at APOLLON WEALTH MANAGEMENT, LLC
MOUNT PLEASANT, SC | Atlanta, GA
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 | May 18, 2023 | n/a | yes | Atlanta, GA|MOUNT PLEASANT, SC | Current employment |
| CATALYST WEALTH MANAGEMENT | Former SEC adviser | May 3, 2018 | Dec 13, 2023 | no | ATLANTA, GA | Previous registration |
| KALOS MANAGEMENT | Former SEC adviser | Dec 16, 2015 | Jul 11, 2018 | no | Atlanta, GA|PONTE VEDRA BEACH, FL | Previous registration |
| TRIAD ADVISORS, LLC | Former SEC adviser | Jan 23, 2012 | Dec 31, 2015 | no | ATLANTA, GA|Atlanta, GA|SUWANEE, GA|Atlanta, GA|Suwanee, GA|ATLANTA, GA | Previous registration |
| PEACHTREE PLANNING ADVISORS, INC. | n/a | Jul 14, 2006 | Dec 31, 2010 | no | MARIETTA, GA|ATLANTA, GA | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | May 5, 2006 | Jan 23, 2012 | no | MARIETTA, GA|MARIETTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CATALYST WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | Dec 13, 2023 | May 18, 2023 | -209 | Firm change after gap | RIA to RIA |
| KALOS MANAGEMENT | CATALYST WEALTH MANAGEMENT | Jul 11, 2018 | May 3, 2018 | -69 | Firm change after gap | Ibd to new firm |
| TRIAD ADVISORS, LLC | KALOS MANAGEMENT | Dec 31, 2015 | Dec 16, 2015 | -15 | Firm change | Other |
| PARK AVENUE SECURITIES LLC | PEACHTREE PLANNING ADVISORS, INC. | Jan 23, 2012 | Jul 14, 2006 | -2,019 | Firm change after gap | Other |
| PEACHTREE PLANNING ADVISORS, INC. | TRIAD ADVISORS, LLC | Dec 31, 2010 | Jan 23, 2012 | 388 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 291138:291902:GA:2023-12-13 | Dec 13, 2023 | May 18, 2023 | ATLANTA, GA | Firm change after gap |
| 133025:291138:FL:2018-07-11 | Jul 11, 2018 | May 3, 2018 | PONTE VEDRA BEACH, FL | Firm change after gap |
| 25803:133025:GA:2015-12-31 | Dec 31, 2015 | Dec 16, 2015 | ATLANTA, GA | Firm change |