Best Investors
Account
Sign in
Best Investors
Account
Sign in
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2026-08-07 |
Branch Locations
222 West Adams Suite 2450, Chicago, IL 60606 • United States
8544 Hickory Hill Drive, Poland, OH 44514 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canfield | OH | 05/2016 | 08/2026 |
| Bank Of America, N.A. | Canfield | OH | 08/2016 | 08/2026 |
| Rockefeller Financial Llc | Poland | OH | 08/2026 | Present |
I*539261 For profit or not for profit: Entity For Profit Name of outside business organization: Curtis Jones Capital LLC Investment related: Y Address of business: Columbus, Ohio, 43215 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 10/5/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Rental Apartment - Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2014-09-19 |
Reach out to this advisor