Daniel James Pessagno

Current Employers

Employment History

• 08/2015 → 12/2016
  Cadaret Grant
  Baltimore, MD
• 01/2017 → 07/2018
  Securian Financial Group
  St Paul, MN
• 01/2017 → 07/2018
  Minnesota Life Insurance Co
  St Paul, MN
• 01/2017 → 07/2018
  Securian Financial Of The Chesepeake
  Towson, MD
• 08/2018 → 12/2024
  Cic Wealth, Llc
  Rockville, MD
• 09/2024 → Present
  Apollon Wealth Management
  Rockville, MD

Previous Registrations

• 2018-08-16 → 2024-12-31
  Cic Wealth, Llc
  Owing Mills, MD
• 2017-02-01 → 2018-07-05
  Securian Financial Services, Inc.
  Towson, MD
• 2015-08-11 → 2016-12-31
  Cadaret, Grant & Co., Inc.
  Wilmington, DE
  Baltimore, MD
• 2015-04-15 → 2015-08-18
  Waddell & Reed
  Owings Mills, MD
• 2014-04-04 → 2015-04-14
  Cetera Investment Advisers Llc
  Forest Hill, MD
• 2006-12-05 → 2014-04-02
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2006-05-08 → 2006-12-05
  Nationwide Investment Services Corporation
  Hunt Valley, MD
  Columbia, MD
  Timonium, MD

Other Businesses

- FORGE ASSET STRATEGIES 221 DUNKIRK ROAD, BALTIMORE, MD 21212,NON INVESTMENT RELATED, OWNER, 05/2016-ONGOING, 8 HOURS PER MONTH, 0 TRADE HOURS. MANAGES RENTAL PROPERTIES. - James Pessagno Solo Prop; Investment Related, Yes; Towson, MD; Offering group benefits to business owners; Sales; Start Date 10/1/2024; Hrs/Mth 15; Hrs/Mth during trading 10; Working with business owners to design benefit packages - DJP2. LLC | Entity for Business Operations; Holding Company for managing revenue and expenses for securities business activity. | No securities business is conducted through this entity, this services solely as a holding company.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-08-29
• S65 Uniform Investment Adviser Law Examination
  2006-05-02

Other Names

• Daniel James Pessagno
• Daniel James Pessagno