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Robert Echavarria

Rockefeller Financial LLC

San Antonio, TX

Dallas, TX

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Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-10-15
  • TX RA
    APPROVED
    Since 2021-10-15

Branch Locations

1900 Broadway Street Suite 660, San Antonio, TX 78215 • United States

300 Crescent Court Suite 1450, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 07/2012 10/2021
Bank Of America, N.A. San Antonio TX 08/2012 10/2021
Rockefeller Financial Llc San Antonio TX 10/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-02
  • S66 Uniform Combined State Law Examination
    2000-11-02
Other Names
  • Bob Echavarria

View on SEC IAPD

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