DFX Intelligence

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.

Registered advisor

Sean Fredrick Gates

Apollon Wealth Management, LLCindependent RIAMount Pleasant, Sc IA-onlyIAPD 5320621

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Apr 1, 2026

In the industry

18 y

since Jun 4, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Apollon Wealth Management, LLC independent RIA current
since Apr 1, 2026 · Mount Pleasant, Sc
Motley Fool Wealth Management, LLC independent RIA
Feb 13, 2025 to Apr 20, 2026 · Alexandria, Va
Lifestyle Wealth unclassified
Oct 3, 2022 to Apr 30, 2025 · Alexandria, Va
Motley Fool Wealth Management, LLC independent RIA
Mar 18, 2014 to Jan 18, 2022 · Alexandria, Va
Ameriprise Financial Services, LLC national BD
Jan 12, 2011 to Feb 13, 2014 · Colorado Springs, Co

Moves

a registration end followed by a registration begin elsewhere

Motley Fool Wealth Management, LLC to Apollon Wealth Management, LLC
left Apr 20, 2026, registered Apr 1, 2026 (-19 days) · RIA to RIA · moved with a team
Lifestyle Wealth to Motley Fool Wealth Management, LLC
left Apr 30, 2025, registered Feb 13, 2025 (-76 days) · Other
Motley Fool Wealth Management, LLC to Lifestyle Wealth
left Jan 18, 2022, registered Oct 3, 2022 (258 days) · Other
Ameriprise Financial Services, LLC to Motley Fool Wealth Management, LLC
left Feb 13, 2014, registered Mar 18, 2014 (33 days) · Other

Signals

Sean Fredrick Gates left Motley Fool Wealth Management, Llc for Apollon Wealth Management, Llc (registered 2026-04-01)
Apr 20, 2026 · Advisor changed firm · fact
Sean Fredrick Gates left Lifestyle Wealth for Motley Fool Wealth Management, Llc (registered 2025-02-13)
Apr 30, 2025 · Advisor changed firm · fact
Sean Fredrick Gates left Motley Fool Wealth Management, Llc for Lifestyle Wealth (registered 2022-10-03)
Jan 18, 2022 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address