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

Brian Timothy Pierce

Apollon Wealth Management, LLCindependent RIAAtlanta, Ga dual registrantIAPD 5731138

Feed of 09/15/2026

Also filed as Pierce Brian

At current firm

3 y

since May 8, 2023

In the industry

17 y

since Aug 1, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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 May 8, 2023 · Atlanta, Ga
Catalyst Wealth Management former
May 4, 2018 to Dec 13, 2023 · Suwanee, Ga
Kalos Management former
Dec 16, 2015 to Jul 11, 2018 · Suwanee, Ga
Triad Advisors, LLC former
Nov 10, 2011 to Dec 31, 2015 · Suwanee, Ga

Moves

a registration end followed by a registration begin elsewhere

Catalyst Wealth Management to Apollon Wealth Management, LLC
left Dec 13, 2023, registered May 8, 2023 (-219 days) · RIA to RIA · moved with a team
Kalos Management to Catalyst Wealth Management
left Jul 11, 2018, registered May 4, 2018 (-68 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Triad Advisors, LLC to Kalos Management
left Dec 31, 2015, registered Dec 16, 2015 (-15 days) · Other · moved with a team

Signals

Brian Timothy Pierce left Catalyst Wealth Management for Apollon Wealth Management, Llc (registered 2023-05-08)
Dec 13, 2023 · 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: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address