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 |
|---|---|---|---|---|
| Merill Lynch Commodities Inc | Chicago | IL | 03/1982 | 08/2026 |
| Bank Of America, Na | Canfield | OH | 07/2010 | 08/2026 |
| Rockefeller Financial Llc | Poland | OH | 08/2026 | Present |
I*9180 For profit or not for profit: Name of outside business organization: Sidney G Jones Investment related: Address of business: Boardman, Ohio 44512 Nature of business: Position, title, association: , Start date of relationship: 5/11/2007 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: General Notes: Rental Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-24 |
Reach out to this advisor