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 |
|---|---|---|---|
| VA | RA | APPROVED | 2023-04-10 |
| TX | RA | APPROVED_RES | 2023-04-03 |
Branch Locations
180 Park Ave Suite 203, Florham Park, NJ 07932 • United States
Round Hill, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 03/2023 |
| Morgan Stanley | Mclean | VA | 10/2013 | 01/2018 |
| Morgan Stanley | Round Hill | VA | 09/2017 | 03/2023 |
| Morgan Stanley | Washington | DC | 01/2018 | 03/2023 |
| Rockefeller Financial Llc | Round Hill | VA | 03/2023 | 10/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 03/2023 |
| Rockefeller Financial Llc | Arlington | VA | 10/2023 | 07/2026 |
| Rockefeller Financial Llc | Round Hill | VA | 08/2026 | Present |
ALTAMONT FARM CATTLE COMPANY LLC, OWNER; CATTLE BUSINESS; START DATE: 06/2015; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 8; ROUND HILL, VA; INVESTMENT RELATED Altamont Farm Land Company, Round Hill, VA. Investment Related. Landowner since October 2004. Two hours per month devoted to the company and zero hours during trading hours. Land and Timber. Rental Property, 15861 Mountain Orchard Lane, Round Hill, VA 20141. Investment related. Real Estate owner since November 2021. Zero hours devoted monthly to the property and zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-29 |
Reach out to this advisor