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Advisor at APOLLON WEALTH MANAGEMENT, LLC
TAMPA, 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 11, 2021 | n/a | yes | MOUNT PLEASANT, SC|TAMPA, FL | Current employment |
| CASCADE FINANCIAL MANAGEMENT, INC. | Former SEC adviser | Jul 28, 2006 | Feb 12, 2021 | no | TAMPA, FL|CLEARWATER, FL|CLEARWATER, FL | Previous registration |
| CLIENT 1ST ADVISORY GROUP | Former SEC adviser | Sep 5, 2001 | Jun 25, 2007 | no | CLEARWATER, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CASCADE FINANCIAL MANAGEMENT, INC. | APOLLON WEALTH MANAGEMENT, LLC | Feb 12, 2021 | Feb 11, 2021 | -1 | Firm change | RIA to RIA |
| CLIENT 1ST ADVISORY GROUP | CASCADE FINANCIAL MANAGEMENT, INC. | Jun 25, 2007 | Jul 28, 2006 | -332 | Firm change after gap | Other |