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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
950 Seventeenth Street, Denver, CO 80202 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alan Holman Cfp | Greenwood Village | CO | 01/2010 | Present |
| Cascade Financial Management | Denver | CO | 12/2011 | 12/2020 |
| Apollon Wealth Management, Llc | Denver | CO | 01/2021 | Present |
1)DBA:ALAN HOLMAN CFP BUSINESS LOCATED AT 5613 DTC PKWY SUITE 1200 GREENWOOD VILLAGE 80111. 2)RENTAL REAL ESTATE 3809 S ROME WAY AURORA, CO. IS THE OWNER AND IS NOT SECURITIES RELATED. 2004-PRESENT. 1 HOUR/WEEK NOT DURING MARKET HOURS. 3)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 4) ADH WEALTH MANAGEMENT, 950 17TH STREET, SUITE 950 DENVER CO 80202, OWNER, 10/1/2012, 10 HOURS PER MONTH, ADH is a personal holding company for Alan Holman's work as an independent contractor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-22 |
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