Best Investors
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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-10 |
Branch Locations
1101 Wootton Parkway Suite 980, Rockville, MD 20852 • 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 |
|---|---|---|---|---|
| Cic Wealth, Llc | Owings Mills | MD | 08/2022 | 12/2024 |
| Knollwood Investment Advisory | Hunt Valley | MD | 04/2015 | 06/2022 |
| Apollon Wealth Management | Rockville | MD | 10/2024 | Present |
1) CIC Risk; Non-Investment Related; 1101 Wootton Parkway, Suite 980, Rockville, MD 20852; Insurance and Insurance Planning; Agent; Start 01/2023 5 hours per month, 1hr during trading hours. Sales and Service. 2) Farming property; Non-Investment Related; 1503 McDermott Road, Pylesville, MD 21132; Start 04/2024; 5 hours per month; Manages Farm Property. 3) Rental property; Non-Investment Related; 110 East Bark Street, Nags Head, NC 27959; Start 07/2026; 15 hours per month; responding to scheduling requests and managing the rental.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-27 |
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