Robert Brian Wolfe

Current Employers

Employment History

• 07/2009 → 11/2017
  Girard Securities, Inc.
  Fort Lauderdale, FL
• 08/2009 → 07/2019
  United Capital Financial Advisers, Llc
  Fort Lauderdale, FL
• 10/2017 → 06/2020
  Cetera Advisor Networks Llc
  Fort Lauderdale, FL
• 07/2019 → 09/2021
  Goldman Sachs Personal Financial Management
  Fort Lauderdale, FL
• 07/2020 → 10/2021
  Mercer Allied Company
  Fort Lauderdale, FL
• 07/2020 → 10/2021
  Goldman Sachs & Co.
  Fort Lauderdale, FL
• 12/2021 → Present
  Apollon Wealth Management, Llc
  Charleston, SC

Previous Registrations

• 2009-09-23 → 2021-10-07
  United Capital Financial Advisors
  Boca Raton, FL
  Fort Lauderdale, FL
• 2001-03-01 → 2009-11-02
  Capital Planning Group, Llc
  Ft. Lauderdale, FL
  Fort Lauderdale, FL
  Ft. Lauderdale, FL
  Miami, FL
  Ft. Lauderdale, FL

Other Businesses

1. Insurance Sales; Investment Related; 2 Warfside Street, Suite 2-0, Charleston, SC 29401; insurance sales and servicing of insurance policies; insurance agent; 12/2021; approximately 10% of time during the month. 2. Real Estate Agent; Not Investment Related; 654 Coleman Blvd, Suite 100, Mt Pleasant, SC 26464; referral real estate agent; 6/2023; approximately 5 hours of time during the month. 3. Wealth Empowerment Financial Group; 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. 4. Monte Cristo Enterprises, Inc. ; Entity for Business Operations; Holding Company for Wealth Empowerment Financial Group 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
  2001-03-28
• S65 Uniform Investment Adviser Law Examination
  1994-08-12

Designations

Other Names

• Robert B Wolfe