Best Investors
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Best Investors
Account
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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-07 |
Branch Locations
Beco Towers 1 10451 Mill Run Circle 10Th Floor, Suite 1000, Owings Mills, MD 21117 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2007 | 11/2017 |
| Purshe Kaplan Sterlings Investments | Albany | NY | 11/2017 | 01/2019 |
| Cic Wealth | Owings Mills | MD | 11/2017 | 12/2024 |
| Apollon Wealth Management | Owings Mills | MD | 10/2024 | Present |
1)CIC WEALTH; INVESTMENT RELATED; 25 CROSSROADS DR OWINGS MILLS, MA 21117; INVESTMENT ADVISOR/MANAGEMENT; MANAGING PARTNER; 06/2007; 160 HOURS/MONTH; 100 HOURS/MONTH DURING SECURITIES HOURS; INVESTMENT MANAGEMENT AND ALL DUTIES ASSOCIATED WITH 2)CIC RISK; FIXED INSURANCE; 25 CROSSROADS DR OWINGS MILLS, MA 21117; FIXED INSURANCE; INSURANCE AGENT; 02/2013; 5-10 HOURS/MONTH; 2 OR LESS HOURS/MONTH DURING SECURITIES HOURS; INSURANCE NEEDS BASED 3)MEGA CAPP INC; NOT INVESTMENT RELATED; 4235 SMITHTONE DR MANCHESTER, MD 21102; TAX ENTITY TO RUN THROUGH INVESTMENT ADVISORY BUSINESS; PRESIDENT; 02/2011; LESS THAN 2 HOURS/MONTH; TAX ENTITY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 2000-10-19 |
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