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 | 2025-03-31 |
| NY | RA | APPROVED | 2025-03-28 |
Branch Locations
222 West Adams Suite 2450, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockefeller Financial Llc | Saratoga Springs | NY | 07/2024 | Present |
| Rockefeller Financial Llc | Saratoga Springs | NY | 06/2023 | 08/2023 |
| St. Pius X Loudonville | Loudonville | NY | 09/2019 | 05/2023 |
| Siena College | Loudonville | NY | 09/2022 | 09/2023 |
| Northwestern Mutual | Latham | NY | 05/2022 | 10/2022 |
| Bentley University | Waltham | MA | 01/2022 | 05/2022 |
| St. Pius X School | Loudonville | NY | 09/2006 | 06/2017 |
| Shaker High School | Latham | NY | 09/2017 | 06/2021 |
| Bentley University | Waltham | MA | 09/2021 | 05/2022 |
| Siena College | Loudonville | NY | 09/2022 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
Reach out to this advisor