Cynthia Payne Ochal

Current Employers

Employment History

• 12/2005 → 02/2021
  Cascade Financial Management
  Denver, CO
• 12/2020 → Present
  Cabot Lodge Securities Llc
  New York, NY
• 01/2021 → 02/2023
  Apollon Wealth Mangement, Llc
  Tampa, FL
• 11/2021 → Present
  Apollon Insurance Group, Llc
  Tampa, FL
• 07/2022 → Present
  Deep Dish Holdings, Llc
  Tampa, FL
• 02/2023 → Present
  Apollon Wealth Management, Llc
  Tampa, FL
• 08/2011 → Present
  Cascade Wealth Management, Inc.
  Tampa, FL

Previous Registrations

• 2006-07-28 → 2021-02-12
  Cascade Financial Management, Inc.
  Tampa, FL
  Clearwater, FL
  Clearwater, FL
• 2001-09-05 → 2007-06-25
  Client 1St Advisory Group
  Clearwater, FL

Other Businesses

1) Apollon Insurance Group, LLC, not investment related, fixed insurance, Tampa, FL, Insurance Agent, 11/2021, 2 hour per month, zero hours during trading hours, discuss and quite insurance products. 2) Beach Condo Rental, not investment related, Tampa, FL, Long Boat Key, FL, Joint Owner, 1/2021, 2 hours per month, zero hours during trading hours, coordinating rental w/renters, scheduling cleaners/condo maintenance. 3) Apollon Wealth Management, LLC, Investment Related, Tamp, FL, RIA, Financial Advisor, 2/2023, 160 hour per month and 160 hours during trading hours, wealth management, financial planning, investment management, client meetings. 4) Cabot Lodge Securities LLC, Investment Related, New York, NY, Broker Dealer, Registered Representative, 12/2020, Appx. 10 Hrs/Mnth. 5) Deep Dish Holdings, LLC. Not Investment Related, Tampa, FL, 7/1/2022, Member, 2 hours per month, zero hours during trading hours, buying rental property, assist in the purchase and management decisions of the property. 6) Cascade Wealth Management, Inc., Non Investment-Related, Tampa, FL, entity for investment business income--prepare taxes, do payroll, manage bank accounts, Director, 08/2011, 1-2 hours per month, zero hours per month, entity for investment business income--prepare taxes, do payroll, manage bank accounts.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-20
• S63 Uniform Securities Agent State Law Examination
  1999-08-18

Designations

Other Names

• Cynthia P Payne
• Cynthia Paulette Payne
• Cynthia Payne
• Cynthia Payne Heil