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RIA / WealthAdvisor20 years in industrynot currently registered

BRADLEY JASON GOODMAN

Advisor at APOLLON WEALTH MANAGEMENT, LLC

Centennial, CO | MOUNT PLEASANT, SC

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Search this name across graphsid dfx:ria:dd4a03cf-510e-5097-9293-f98be41bef43

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Feb 27, 2006 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: Feb 24, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 24, 2006
First registration: Feb 27, 2006
Dual registered: no
Other names: BRAD JASON GOODMAN
IAPD individual key: 5064719

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	Feb 4, 2026	n/a	yes	Centennial, CO\|MOUNT PLEASANT, SC	Current employment
SAVANT WEALTH MANAGEMENT	Independent wealth	May 28, 2024	Dec 6, 2024	no	ROCKFORD, IL	Previous registration
WILLIAM BLAIR & COMPANY L.L.C.	Bd affiliated wealth	Jul 6, 2015	Feb 23, 2024	no	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|DENVER, CO	Previous registration
ENVESTNET PMC	Independent wealth	Aug 12, 2014	Jun 22, 2015	no	BERWYN, PA	Previous registration
HIGHTOWER ADVISORS, LLC	Bd affiliated wealth	Oct 7, 2008	Feb 18, 2014	no	CHICAGO, IL	Previous registration
LASALLE FINANCIAL SERVICES, INC.	n/a	Aug 8, 2007	Sep 25, 2008	no	CHICAGO, IL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Feb 27, 2006	Mar 29, 2006	no	DENVER, CO	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
SAVANT WEALTH MANAGEMENT	APOLLON WEALTH MANAGEMENT, LLC	Dec 6, 2024	Feb 4, 2026	425	Firm change after gap	RIA to RIA
WILLIAM BLAIR & COMPANY L.L.C.	SAVANT WEALTH MANAGEMENT	Feb 23, 2024	May 28, 2024	95	Firm change	Ibd to RIA
ENVESTNET PMC	WILLIAM BLAIR & COMPANY L.L.C.	Jun 22, 2015	Jul 6, 2015	14	Firm change	Other
HIGHTOWER ADVISORS, LLC	ENVESTNET PMC	Feb 18, 2014	Aug 12, 2014	175	Firm change	Other
LASALLE FINANCIAL SERVICES, INC.	HIGHTOWER ADVISORS, LLC	Sep 25, 2008	Oct 7, 2008	12	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	LASALLE FINANCIAL SERVICES, INC.	Mar 29, 2006	Aug 8, 2007	497	Firm change after gap	Other

Relationships

Registered with (7)

→ APOLLON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 4, 2026 to presentfactForm ADV
→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 28, 2024 to Dec 6, 2024factForm ADV
→ WILLIAM BLAIR & COMPANY L.L.C.Registered adviserregistration: previous registration
Jul 6, 2015 to Feb 23, 2024factForm ADV
→ ENVESTNET PMCRegistered adviserregistration: previous registration
Aug 12, 2014 to Jun 22, 2015factForm ADV
→ HIGHTOWER ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 7, 2008 to Feb 18, 2014factForm ADV
→ LASALLE FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 8, 2007 to Sep 25, 2008factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 27, 2006 to Mar 29, 2006factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 6, 2024
Advisor changed firm
Bradley Jason Goodman left Savant Wealth Management for Apollon Wealth Management, Llc (registered 2026-02-04)
Form ADVobserved 6 days ago
Occurred
Feb 23, 2024
Advisor changed firm
Bradley Jason Goodman left William Blair & Company L.L.C. for Savant Wealth Management (registered 2024-05-28)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 16, 2026
date not stated
Bradley Jason Goodman no longer holds an investment adviser registration (last listed at Apollon Wealth Management, Llc on the 2026-09-15 feed)