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Current Employers
Compass Ion Advisors, Llc

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-06
TX RA APPROVED 2024-06-06
  • PA RA
    APPROVED
    Since 2024-06-06
  • TX RA
    APPROVED
    Since 2024-06-06

Branch Locations

Devon, PA • United States

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pillar Wealth Advisors, Llc Westtown PA 12/2011 10/2024
Cyprium Solutions, Inc. East Petersburg PA 02/2024 Present
Compass Ion Advisors, Llc Conshohocken PA 06/2024 Present
  • 12/2011 → 10/2024
    Pillar Wealth Advisors, Llc
    Westtown, PA
  • 02/2024 → Present
    Cyprium Solutions, Inc.
    East Petersburg, PA
  • 06/2024 → Present
    Conshohocken, PA
Previous Registrations
  • 2011-12-09 → 2024-10-31
    Pillar Wealth Advisors, Llc
    Wilmington, DE
    West Chester, PA
    West Chester, PA
    Devon, PA
    Wilmington, DE
  • 2011-12-08 → 2017-04-13
    Wilmington, DE
    Conshohocken, PA
    Conshohocken, PA
  • 2009-04-07 → 2011-12-08
    Cetera Wealth Services, Llc
    Wilmington, DE
Other Businesses

NAME OF OBA: INSURANCE BROKERAGE; ADDRESS OF OBA: WILMINGTON, DE 19808; NATURE: MULTI-LINE INSURANCE BROKERAGE; INVESTMENT RELATED: NO; TITLE WITH OBA: LICENSED INSURANCE AGENT; DUTIES: SALE AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, DISABILITY INSURANCE AND LONG-TERM CARE INSURANCE; START DATE: 2009; APPROX. NUMBER OF HOURS/MONTH: 2-4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2-4

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-05
  • S66 Uniform Combined State Law Examination
    2009-03-05
Designations
Other Names
  • Michael Dogum
  • Michael T Dogum
  • Michael Thomas Dogum

View on SEC IAPD

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