Best Investors
Account
Sign in
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-02 |
| TX | RA | APPROVED | 2023-10-02 |
Branch Locations
Winston-Salem, NC • 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 |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Winston Salem | NC | 10/2008 | 09/2016 |
| Raymond James & Associates, Inc. | Winston-Salem | NC | 09/2016 | 10/2023 |
| Apollon Wealth Management | Winston-Salem | NC | 10/2023 | Present |
| J. Alden Associates, Inc. | Wayne | PA | 10/2023 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 11/2024 | Present |
(1) Roaring Gap House Ridgecrest Road, not investment related, Roaring Gap, NC, 2nd home-occasional rental, Owner, 6/2022, 0-1 hours per month, zero hours during trading hours, occasionally rent it through the HOA in Roaring Gap, they complete the majority of the documentation. (2) NCWorks Commission, not investment related, Winston-Salem, NC, 27104, Commission Member, 03/2022, 2 hours per month, 2 hours per month during trading hours, The NCWorks Commission recommends policies and strategies that enable the State of NC's workforce to compete in the global economy. (3) Summit School, not investment related, Winston Salem, NC, 27104, Independent K-9 School, Board Chair, 07/2/23, 2-10 Hours per month; 2 hours during trading hours, as a board member we advise the administration on strategy and initiatives. 4) John W. Davis III 2016 Revocable Trust, investment related, Winston-Salem, NC, Beneficiary Trustee, 1/2016, zero hours per month, zero hours during trading hours, beneficiary and Co-Trustee of the Revocable Trust for family. 5) Rotary Club of WS, not investment related, Winston-Salem, NC, 27120, Membership Committee Member, 7/2011, 0-1 hours per month, 0-1 hours during trading hours, Membership growth activities. 6) Do Stuff Media - Digital company, Austin, TX 78704, Passive Investor, 8/2018, 0 hours per month, zero hours during trading hours, passive investor. 7) YMCA of NWNC, not investment related, local YMCA association, Board Member, 5/2013, 3 hours per month, 1 hour during trading hours, board member for our community Y association. provide strategy and support for the staff. 8) Herd of Kats LLC dba The RamKat, live music venue, Winston Salem, NC 27101, passive investor, 1/2018, zero hours per month, zero hours during trading hours, passive investor. 9) Davis Winston LLC, holding company formed for the purpose of managing revenue and expenses for securities business, Winston-Salem, NC, Owner, 10-2023, zero hours per month, zero hours during trading hours. 10) Apollon Wealth Management, investment related, affiliate RIA, Charleston, NC, Wealth Management Advisor, 10/2023, 160 hours per month, 35 hours/week during trading hours, carry out tasks and duties to help my various clients, including research, investments, long range planning and portfolio advising. 11) Winston-Salem Symphony, not investment related, non-profit symphony, Winston-Salem, NC 27101; Board Member, 3 hours per month, 2 hours during trading hours, member of the board of local symphony. 12) Adi Dassler International Family Office, investment related dba for b/d and RIA business, Winston-Salem, NC, Partner, 10/2023, 200 hours per month, 35 hours/week during trading hours, this is the DBA name that we utilize in all our office business activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-01 |
Reach out to this advisor