Best Investors
Account
Sign in
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-12 |
Branch Locations
105 North Court St., Crown Point, IN 46307 • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
400 West English Road Ste 223, High Point, NC 27262 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-04-28 |
Branch Locations
123 N Main St Suite 209M, Crown Point, IN 46307 • United States
400 West English Road Ste 223, High Point, NC 27262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Merrillville | IN | 01/2018 | 12/2022 |
| Primerica Financial Services | Merrillville | IN | 01/2017 | 12/2022 |
| David Ladd, Dds | Schererville | IN | 03/2015 | 08/2018 |
| Lakeland Creek Family Dental | Merrillville | IN | 11/2011 | 06/2017 |
| Rensselar Family Dentistry | Rensselar | IN | 07/2014 | 09/2016 |
| Terra Wealth Management, Llc | Crown Point | IN | 04/2023 | Present |
| Jagmin Dental Of Indiana | Dyer | IN | 06/2020 | 01/2024 |
| Ae Financial Services, Llc | Topeka | KS | 07/2025 | Present |
| Apollon Wealth Management, Llc | Charleston | SC | 01/2026 | Present |
1.) Terra Wealth POSITION: IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE 01/2024 ADDRESS: 105 North Court Street DESCRIPTION: Investment Advisory, Insurance Sales and Services. 2.) Apollon Wealth Management: POSITION: Wealth Management Advisor NATURE: Registered Investment Advisory that provides investment services to clients. Clients pay an annual management fee for accounts held at firm. Investment options include, but are not limited to: stocks, bonds, ETFs, mutual funds, and alternative investments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/16/2026 ADDRESS: 111 Coleman Blvd, Suite 402, Mount Pleasant SC 29464, United States DESCRIPTION: I prospect for new clients and determine suitability. I provide investment advice as it pertains to their unique goals, concerns, and time horizon. Meeting regularly with active clients to review current financial situation and strategy and discuss if any changes are needed to meet retirement and other goals. Administrative tasks such as account openings, transfer of assets, requesting transactions, and servicing accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-30 |
Reach out to this advisor