Best Investors
Account
Sign in
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
222 West Adams Suite 2450, Chicago, IL 60606 • United States
260 E Brown Street Suite 300, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Birmingham | MI | 06/2018 | 10/2025 |
| University Of Michigan-Dearborn | Dearborn | MI | 05/2010 | 05/2018 |
| Rockefeller Financial Llc | Birmingham | MI | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
Reach out to this advisor