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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 |
|---|---|---|---|---|
| U.S. Department Of Defense | Washington | DC | 01/2004 | 06/2020 |
| Cic Wealth, Llc | Rockville | MD | 06/2018 | 12/2024 |
| Apollon Wealth Management | Rockville | MD | 10/2024 | Present |
1. Insurance Agent- Not Investment Related- 3816 30th Street North, Arlington, VA 22207- Insurance Sales- 10/2020- 5 hours/month- Duties include answering client questions and place with policies 2. CIC Risk- Not Investment Related- 1101 Wootton Parkway, Suite 980, Rockville, MD 20852- Insurance Agent- 06/2018- 5 hours/month- Fixed Insurance Sales 3. Pearl Advisory, 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-28 |
| S66 | Uniform Combined State Law Examination | 2018-06-18 |
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