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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-12 |
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
222 West Adams Suite 2450, Chicago, IL 60606 • United States
45 Ottawa Ave Sw, Suite 700, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Grand Rapdis | MI | 09/2000 | 01/2024 |
| Bank Of America,Na | Grand Rapids | MI | 12/2009 | 01/2024 |
| Rokefeller Financial Llc | Grand Rapids | MI | 01/2024 | Present |
I*1555256 For profit or not for profit: Entity Charitable Name of outside business organization: Hope College / Foundation Investment related: N Address of business: Holland, Michigan, 49423, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Committee"], [["Endowment committee"]] Start date of relationship: 1/1/2024 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 4 Duties: , Advisory investment committee member. Role is to review investment recommendations of their investment consultant: Cambridge Associates
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-18 |
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