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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-07 |
Branch Locations
Franksburg, MD • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearview Consulting, Inc | Ownings Mills | MD | 04/2011 | Present |
| Commonwealth Financial Network | Hunt Valley | MD | 04/2014 | 12/2017 |
| Cic Wealth, Llc | Rockville | MD | 06/2018 | 10/2024 |
| Apollon Wealth Management | Ownings Mills | MD | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-25 |
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