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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-29 |
| NC | RA | APPROVED | 2024-05-28 |
| SC | RA | APPROVED | 2024-05-28 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
5605 Carnegie Blvd., Suite 220, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockefeller Financial Llc | Charlotte | NC | 04/2024 | Present |
| Bank Of America N.A. | Charlotte | NC | 10/2007 | 02/2024 |
JLB 2409 LLC is an investment related LLC, owned by me and my wife. The LLC is investment related, owning commercial real estate. I am a Managing Member of the LLC. The LLC was opened in 2017 and requires minimal time (less than 5 hours) per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-06 |
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