Best Investors
Account
Sign in
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-07 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
1531 South Grove Ave. Suite 206, Barrington, IL 60010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envestnet Asset Management | Chicago | IL | 08/2013 | 03/2017 |
| Portfolio Brokerage Services | Chicago | IL | 08/2013 | 03/2017 |
| Bmo Harris Financial Advisors | Chicago | IL | 04/2017 | 09/2018 |
| Envestnet Asset Management | Chicago | IL | 10/2018 | 04/2019 |
| Piershale Financial Group | Barrington | IL | 04/2019 | 08/2023 |
| Apollon Wealth Management, Llc | Charleston | SC | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
| S66 | Uniform Combined State Law Examination | 2008-04-07 |
Reach out to this advisor