Best Investors
Account
Sign in
Best Investors
Account
Sign in
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-12-16 |
| VA | RA | APPROVED | 2024-12-01 |
Branch Locations
1 Research Court Suite 240, Rockville, MD 20850 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monumental Financial Group, Inc Dba Bridgemark Wealth Management | Rockville | MD | 12/2011 | 10/2024 |
| Apollon Wealth Management | Rockville | MD | 11/2024 | Present |
Advisor Insurance Solutions; Selling of insurance products as necessary to meet clients needs; Independent Insurance Agent; 10/1/2024; hrs/mth 40. Lucky's Mobility Network | Greenville, SC | Nonprofit organization assisting low-income families with critical automotive repairs through a partner repair shop network | Title: Community Leader | Start Date: 01/01/2026 | Approx. Hours/Month: 25 | Non-Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-11 |
| S66 | Uniform Combined State Law Examination | 2003-10-09 |
Reach out to this advisor