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Advisor at MCLEAN ASSET MANAGEMENT CORP.
Mt. Pleasant, SC | TYSONS, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MCLEAN ASSET MANAGEMENT CORP. | Independent wealth | Jan 30, 2026 | n/a | yes | Mt. Pleasant, SC|TYSONS, VA | Current employment |
| BULL HARBOR CAPITAL LLC. | Independent wealth | Aug 3, 2023 | Jan 23, 2026 | no | Mt Pleasant, SC|BETHESDA, MD | Previous registration |
| CURRAN FINANCIAL PARTNERS, LLC | Independent wealth | Sep 7, 2018 | Jun 22, 2023 | no | DANIEL ISLAND, SC | Previous registration |
| APOLLON WEALTH MANAGEMENT, LLC | Independent wealth | Mar 6, 2018 | Sep 5, 2018 | no | MOUNT PLEASANT, SC | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Sep 25, 2017 | Mar 5, 2018 | no | Charleston, SC | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jan 5, 2015 | May 2, 2017 | no | WINDSOR, CT|Mt Pleasant, SC|RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BULL HARBOR CAPITAL LLC. | MCLEAN ASSET MANAGEMENT CORP. | Jan 23, 2026 | Jan 30, 2026 | 7 | Firm change | RIA to RIA |
| CURRAN FINANCIAL PARTNERS, LLC | BULL HARBOR CAPITAL LLC. | Jun 22, 2023 | Aug 3, 2023 | 42 | Firm change | RIA to new firm |
| APOLLON WEALTH MANAGEMENT, LLC | CURRAN FINANCIAL PARTNERS, LLC | Sep 5, 2018 | Sep 7, 2018 | 2 | Firm change | Other |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | APOLLON WEALTH MANAGEMENT, LLC | Mar 5, 2018 | Mar 6, 2018 | 1 | Firm change | Other |
| VOYA FINANCIAL ADVISORS, INC. | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | May 2, 2017 | Sep 25, 2017 | 146 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 2881:291902:SC:2018-03-05 | Mar 5, 2018 | Mar 6, 2018 | CHARLESTON, SC | Firm change |