DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Mark Avallone
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since Sep 9, 2026
In the industry
35 y
since Sep 1, 1991 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Apollon Wealth Management, LLC independent RIA currentsince Sep 9, 2026 · Rockville, Md
- Apollon Wealth Management, LLC independent RIA currentsince Sep 9, 2026 · Mount Pleasant, Sc
- Commonwealth Financial Network national BD currentsince Sep 8, 2021 · Rockville, Md
- Commonwealth Financial Network national BDSep 8, 2021 to Sep 14, 2026 · Rockville, Md
- Grove Point Advisors, LLC formerApr 1, 2021 to Sep 9, 2021 · Rockville, Md
- Grove Point Advisors, LLC formerApr 1, 2021 to Sep 9, 2021 · Rockville, Md
- H. Beck, Inc. formerSep 23, 2005 to Apr 1, 2021 · Bethesda, Md
- Solutions Planning Group, Inc. unclassifiedAug 2, 2004 to Oct 18, 2005 · Bethesda, Md
- Solutions Planning Group, Inc. unclassifiedAug 2, 2004 to Oct 18, 2005 · Bethesda, Md
- Banc Of America Investment Services, Inc. unclassifiedMar 4, 2003 to May 19, 2004 · Chevy Chase, Md
- Banc Of America Investment Services, Inc. unclassifiedMar 4, 2003 to May 19, 2004 · Chevy Chase, Md
- Suntrust Investment Services, Inc. formerFeb 21, 2003 to Mar 17, 2003 · Chevy Chase, Md
- Suntrust Investment Services, Inc. formerFeb 21, 2003 to Mar 17, 2003 · Chevy Chase, Md
Moves
a registration end followed by a registration begin elsewhere
- Commonwealth Financial Network to Apollon Wealth Management, LLCleft Sep 14, 2026, registered Sep 9, 2026 (-5 days) · Affiliated broker-dealer or bank to independent RIA
- Grove Point Advisors, LLC to Commonwealth Financial Networkleft Sep 9, 2021, registered Sep 8, 2021 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- H. Beck, Inc. to Grove Point Advisors, LLCleft Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move
- Solutions Planning Group, Inc. to H. Beck, Inc.left Oct 18, 2005, registered Sep 23, 2005 (-25 days) · Other
- Banc Of America Investment Services, Inc. to Solutions Planning Group, Inc.left May 19, 2004, registered Aug 2, 2004 (75 days) · Other
- Suntrust Investment Services, Inc. to Banc Of America Investment Services, Inc.left Mar 17, 2003, registered Mar 4, 2003 (-13 days) · Other
Signals
- Mark Avallone left Commonwealth Financial Network for Apollon Wealth Management, LLC (registered 2026-09-09)Sep 14, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address