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 |
|---|---|---|---|
| NH | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-04-01 |
| VA | RA | APPROVED | 2026-04-01 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Alexandria, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Motley Fool Wealth Management, Llc | Alexandria | VA | 02/2014 | 01/2022 |
| Tmf Investments | Alexandria | VA | 09/2020 | 01/2022 |
| Lifestyle Wealth Partners Llc | Alexandria | VA | 06/2022 | Present |
| Full Time Dad | Alexandria | VA | 01/2022 | 06/2022 |
| Motley Fool Wealth Management, Llc | Alexandria | VA | 02/2025 | Present |
| Apollon Wealth Management, Llc | Mount Pleasant | SC | 04/2026 | Present |
Sean Gates (Sole Prop S-Corp) | Owner | Tax preparation business providing tax return preparation services and advice directly related to the preparation of tax returns for compensation. Activity is limited to tax preparation services and does not include investment advisory services. | 01/01/24 | Non-Investment Related | Approx. 10 Hrs./Month Short-Term Rental Property via Airbnb | Self (owner/host)| Duties: Manage bookings, guest communications, property upkeep | Start Date: 09/2017 | Approx. Hours Per Month: 10 | Non-Investment-Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2011-01-11 |
| S66 | Uniform Combined State Law Examination | 2008-06-04 |
Reach out to this advisor