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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
1101 Wootton Parkway Suite 980, Rockville, MD 20852 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | 10/2016 |
| Mcadam, Llc | West Tysons Corner | VA | 10/2014 | 10/2016 |
| Commonwealth Financial Network | Waltham | MA | 11/2016 | 11/2017 |
| Cic Wealth, Llc | Toms River | NJ | 11/2017 | 12/2024 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 11/2017 | 12/2018 |
| Apollon Wealth Management | Rockville | MD | 10/2024 | Present |
Fixed Insurance. Investment Related. 1101 Wootton Parkway, Suite 980, Rockville, MD 20852. Fixed Insurance Sales. Agent. 20 Hrs/Mo; All During Trading Hours. Providing Clients with Insurance Needs and Appropriate Insurance Recommendations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-26 |
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