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 |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-08 |
Branch Locations
1600 West Loop South, Suite 700, Houston, TX 77027 • United States
300 Crescent Court Suite 1450, Dallas, TX 75201 • United States
Galveston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Houston | TX | 11/2008 | 09/2020 |
| Rockefeller Financial Llc | Houston | TX | 09/2020 | Present |
?MBTT Properties LLC; Investment Related; 74257 Hwy 25, Covington, LA 70435; Commercial Real Estate; Board Member with Investment Authority; 01/01/2010; 1 hour per month; 0 hours during trading hours; LLC to facilitate commercial real estate investments. ?Rex Bay LLC; Non-Investment Related; Houston, TX; Personal Real Estate; Board Member; 04/21/2022; 0.5 hours per month; 0 hours during trading hours; LLC to facilitate personal real estate holding. ?MGC Marine LLC; Non-Investment Related; Houston, TX; ; Manager and Owner; 11/05/2025; 0 hours per month; 0 hours during trading hours; LLC to facilitate a boat purchase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-14 |
Reach out to this advisor