Dax Allred is a registered investment advisor, based in Winston-Salem, NC, with 2 years of industry experience.
Location
Reynolda Village, 114-P, Winston-Salem, NC, 27106
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Regulatory History (1)
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Financial
September 2020Final
Other Business Activities
Dax is a shareholder and president of Allred Family Holdings, Inc., overseeing investment of corporate assets. Dax also oversees real estate assets of Allred Investment Company, LLC (AIC) and Allred Legacy, LLC, and monitors sales of AIC's commercial tenant.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
November 2025 - Present · 8 mos
Apollon Wealth Management, LLC
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
J. Alden Associates, INC.Broker
December 2023 - November 2025 · 1 yr 11 mos
State Registrations8 states
CACOFLNCNHNYUTVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.