Best Investors
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Account
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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED | 2025-11-26 |
Branch Locations
3825 Edwards Road - Suite 630, Cincinnati, OH 45209 • United States
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 |
|---|---|---|---|---|
| Miami University | Oxford | OH | 08/2020 | 05/2022 |
| University Of Cincinnati | Cincinnati | OH | 08/2022 | 04/2024 |
| Full Time Student | Cincinnati | OH | 08/2012 | 06/2020 |
| Fidelity Investments | Covington | KY | 06/2023 | 08/2023 |
| Fidelity Investments | Covington | KY | 06/2024 | 07/2025 |
| Rockefeller Capital Management | Cincinnati | OH | 08/2025 | Present |
| Rockefeller Financial Llc | Cincinnati | OH | 08/2025 | Present |
| Medpace Inc. | Cincinnati | OH | 06/2022 | 08/2022 |
| Hillebrand Nursing And Rehabilitation Center | Cincinnati | OH | 11/2019 | 06/2021 |
| Hillebrand Nursing And Rehabilitation Center | Cincinnati | OH | 12/2021 | 04/2022 |
| Nick's American Cafe (Kurlas Corporation) | Cleves | OH | 06/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-27 |
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