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RIA / WealthAdvisorCertified Financial Planner14 years in industry

ISAAC WHITE

Advisor at APOLLON WEALTH MANAGEMENT, LLC

MOUNT PLEASANT, SC | Evergreen, CO

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Search this name across graphsid dfx:ria:e70670db-5bc5-2feb-e83f-b304c7d6df6e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 12, 2013 to Sep 14, 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: Oct 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jan 25, 2013
First registration: Dec 12, 2013
Dual registered: no
IAPD individual key: 6135638

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 1, 2026	n/a	yes	MOUNT PLEASANT, SC\|Evergreen, CO	Current employment
MOTLEY FOOL WEALTH MANAGEMENT, LLC	Independent wealth	May 30, 2025	Apr 20, 2026	no	Evergreen, CO\|ALEXANDRIA, VA\|Middlesex, NC	Previous registration
FIRST CITIZENS INVESTOR SERVICES, INC.	Bd affiliated wealth	Sep 19, 2019	Apr 4, 2025	no	RALEIGH, NC	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Aug 15, 2019	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 12, 2013	Jul 13, 2018	no	DURHAM, NC\|COLUMBIA, SC\|DURHAM, NC\|DURHAM, NC\|DURHAM, NC	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
MOTLEY FOOL WEALTH MANAGEMENT, LLC	APOLLON WEALTH MANAGEMENT, LLC	Apr 20, 2026	Apr 1, 2026	-19	Firm change	RIA to RIA
FIRST CITIZENS INVESTOR SERVICES, INC.	MOTLEY FOOL WEALTH MANAGEMENT, LLC	Apr 4, 2025	May 30, 2025	56	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	FIRST CITIZENS INVESTOR SERVICES, INC.	Aug 15, 2019	Sep 19, 2019	35	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (5)

→ APOLLON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 1, 2026 to presentfactForm ADV
→ MOTLEY FOOL WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 30, 2025 to Apr 20, 2026factForm ADV
→ FIRST CITIZENS INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
Sep 19, 2019 to Apr 4, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Aug 15, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 12, 2013 to Jul 13, 2018factForm ADV

Dated events

Occurred
Apr 20, 2026
Advisor changed firm
Isaac White left Motley Fool Wealth Management, Llc for Apollon Wealth Management, Llc (registered 2026-04-01)
Form ADVobserved 4 days ago
Occurred
Apr 4, 2025
Advisor changed firm
Isaac White left First Citizens Investor Services, Inc. for Motley Fool Wealth Management, Llc (registered 2025-05-30)
Form ADVobserved 4 days ago