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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-12-05 |
Branch Locations
1 Research Court Suite 240, Rockville, MD 20850 • 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 |
|---|---|---|---|---|
| Bridgemark Wealth Management | Rockville | MD | 10/2014 | 04/2017 |
| Bridgemark Wealth Management | Rockville | MD | 04/2017 | 03/2021 |
| Bridgemark Wealth Management | Rockville | MD | 03/2021 | 10/2024 |
| Apollon Wealth Management | Rockville | MD | 11/2024 | Present |
Advisor Insurance Solutions; Selling of insurance products as necessary to meet clients needs; Insurance Agent Professional; 10/1/2024; hrs/mth 40.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-05 |
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