RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Martin Albert Beck
- Business email
- martin.beck@apollonfinancial.comreportedapollonfinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Apollon Financial, LLC independent RIA currentsince Sep 26, 2024 · Mount Pleasant, Sc
- Chase Investment Services Corp. formerJul 6, 2005 to Jul 6, 2007 · Wheaton, Il
- Banc One Securities Corporation unclassifiedFeb 1, 1999 to Jul 6, 2005 · Wheaton, Il
- Chase Investment Services Corp. to Apollon Financial, LLCleft Jul 6, 2007, registered Sep 26, 2024 (6292 days) · Other
- Banc One Securities Corporation to Chase Investment Services Corp.left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address