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Nicholas Glen Daniels
Nic Daniels
CRD#: 6945356
IA
Investment Adviser
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Previous Broker
APOLLON WEALTH MANAGEMENT, LLCCRD#: 291902 1673 W SHORELINE DR.
SUITE 140
BOISE, ID 83702
Registration History
2018201920202021202220232024202520262 FIRMS2018 - 2019 (1 year)2 FIRMS2019 - 2020 (<1 year)IAAPOLLON WEALTH MANAGEMENT, LLC (CRD# 291902)2022 - Present (2 years)IATREE CITY ADVISORS, LLC (CRD# 264795)2020 - 2022 (2 years)
License(s)

State Registrations

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Idaho 11/29/2022

Current Registration(s)
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APOLLON WEALTH MANAGEMENT, LLC (CRD#:291902)
1673 W SHORELINE DR. SUITE 140, BOISE, ID 83702
Registered with this firm since 11/29/2022

Previous Registration(s)
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07/07/2020 - 12/31/2022 TREE CITY ADVISORS, LLC (CRD#:264795) BOISE, ID
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08/12/2019 - 06/30/2020 CREATIVE FINANCIAL DESIGNS, INC. (CRD#:109032) Boise, ID
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08/12/2019 - 06/30/2020 CFD INVESTMENTS, INC. (CRD#:25427) Boise, ID
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09/05/2018 - 08/14/2019 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) Boise, ID
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08/13/2018 - 08/14/2019 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) Boise, ID
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.