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_RES | 2026-02-24 |
| GA | RA | APPROVED | 2026-02-20 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • 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 |
|---|---|---|---|---|
| Foreside Fund Services, Llc | Atlanta | GA | 08/2024 | 11/2025 |
| Angel Oak Capital Advisors, Llc | Atlanta | GA | 06/2024 | 11/2025 |
| Unemployed | Atlanta | GA | 08/2023 | 06/2024 |
| Invista | Wichita | KS | 05/2023 | 08/2023 |
| Unemployed | Atlanta | GA | 08/2022 | 05/2023 |
| Rockefeller Capital Management | Atlanta | GA | 05/2022 | 08/2022 |
| Marcus And Millichap | Fort Worth | TX | 01/2022 | 05/2022 |
| Unemployed | Atlanta | GA | 08/2021 | 01/2022 |
| Kanakuk Kamps | Branson | MO | 05/2021 | 08/2021 |
| Unemployed | Atlanta | GA | 08/2019 | 05/2021 |
| Atlanta Braves | Atlanta | GA | 06/2019 | 08/2019 |
| Unemployed/Student | Atlanta | GA | 01/2014 | 06/2019 |
| Rockefeller Financial Llc | Atlanta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-19 |
Reach out to this advisor