Best Investors
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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED | 2026-08-10 |
Branch Locations
300 First Stamford Place Suite 230, Stamford, CT 06902 • United States
45 Rockefeller Plaza, New York, NY 10111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Stamford | CT | 11/2016 | 04/2017 |
| Eachwin Capital | New York | NY | 03/2014 | 11/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2017 | 08/2026 |
| Morgan Stanley | Greenwich | CT | 04/2017 | 08/2026 |
| Rockefeller Financial Llc | Stamford | CT | 08/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2017 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-13 |
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