Best Investors
Account
Sign in
3651 Mars Hill Rd Suite 2100, Watkinsville, GA 30677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-07-29 |
Branch Locations
295 Culver Street Suite C, Lawrenceville, GA 30046 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Mcclung Agency Llc/Arch Partners Insurance | Athens | GA | 06/2016 | Present |
| Maximum Wealth Management Inc. | Lawrenceville | GA | 06/2019 | Present |
(1) THE MCCLUNG AGENCY, LLC DBA ARCH PARTNERS INSURANCE; NOT INVESTMENT RELATED; 230 BRIARCLIFF RD, ATHENS, GA 30606; PROPERTY/CASUALTY INSURANCE SALES; CEO SINCE 6/28/2016; 40 HOURS/WEEK DEVOTED DURING SECURITIES TRADING HOURS; MANAGE THE AGENCY AND INSURANCE SALES. (2) WRM HOLDINGS, LLC, PARTNER; 230 BRIARCLIFF RD, ATHENS, GA 30606; BUYING COMMERCIAL RAW LAND; ENGINEERING IT; SELLING IT, MANAGE PURCHASED PROPERTY, NOT INVESTMENT RELATED, TD - 1% (3) WAM PROPERTY ACQUISITIONS/RENTAL PROPERTY, 230 BRIARCLIFF RD, ATHENS, GA 30606, OWNER, NON INVESTMENT RELATED, TIME DEVOTED-2%, DUTIES-REGULAR LANDLORD DUTIES. RENTAL PROPERTY, 230 BRIARCLIFF RD, ATHENS, GA 30606, TIME DEVOTED: 2%, DUTIES: REGULAR LANDLORD DUTIES, NON INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-26 |
| S66 | Uniform Combined State Law Examination | 2004-11-12 |
Reach out to this advisor