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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2024-02-20 |
Branch Locations
5355 Town Center Rd Floor 6, Bpca Ratpm, FL 33486 • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-21 |
| TX | RA | APPROVED | 2021-01-15 |
Branch Locations
5355 Town Center Rd Floor 6, Boca Raton, FL 33486 • United States
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Delray Beach | FL | 09/2018 | 01/2021 |
| Score At The Top | Boca Raton | FL | 08/2017 | 08/2018 |
| University Of Miami | Miami | FL | 08/2013 | 12/2016 |
| Unemployed | Miami | FL | 01/2017 | 05/2017 |
| Bank Of America, N.A. | Delray Beach | FL | 10/2018 | 01/2021 |
| Rockefeller Financial Llc | Boca Raton | FL | 01/2021 | Present |
| Rockefeller Capital Management | Boca Raton | FL | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-04 |
Reach out to this advisor