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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-20 |
| GA | RA | APPROVED | 2021-06-14 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockefeller Financial Llc | Atlanta | GA | 11/2020 | Present |
| Invesco | Atlanta | GA | 07/2004 | 03/2019 |
| Unemployed | Atlanta | GA | 03/2019 | 11/2020 |
RecruitU investor (11% owner) and Board member since 2019. The company is a very small sports recruiting service. I spend about an hour per month in our one Board meeting, none of which are during normal business hours. My duties are only as a Board member. I have no operating role and I am not paid by the company for any services. The address is 600 S. Wagner, Ann Arbor MI 48103 Brian Nelson – Author; Non-investment related; Atlanta, GA; Author; 06/30/2026; 10 hours per month and 0 hours during trading hours; Writing a non-fiction book
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-30 |
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