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1900 Gallows Road Suite 350, Tysons, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-30 |
Branch Locations
Mt. Pleasant, SC • United States
1900 Gallows Road Suite 350, Tysons, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert Gorman | Charleston | SC | 09/2017 | 02/2018 |
| Northwestern Mutual Investment Services Llc | Charleston | SC | 09/2017 | 02/2018 |
| Coastal Wealth Management | Mt Pleasant | SC | 04/2017 | 09/2017 |
| Coastal Financial Planning Group | Charleston | SC | 04/2017 | 08/2017 |
| Voya Financial Advisors | Windsor | CT | 06/2014 | 04/2017 |
| Apollon Wealth Management, Llc | Charleston | SC | 02/2018 | 08/2018 |
| Apollon Insurance Group | Charleston | SC | 02/2018 | 08/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2018 | 08/2018 |
| Curran Financial Partners, Llc | Charleston | SC | 09/2018 | 06/2023 |
| Bull Harbor Capital, Llc | Bethesda | MD | 06/2023 | 01/2026 |
| Mclean Asset Management Corporation | Tysons | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-17 |
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