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Kevin R. Kurtz

Rockefeller Financial LLC

Dallas, TX

Oklahoma City, OK

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-04-17
TX RA APPROVED 2026-04-17
  • OK RA
    APPROVED
    Since 2026-04-17
  • TX RA
    APPROVED
    Since 2026-04-17

Branch Locations

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

3030 Northwest Expressway Suite 300, Oklahoma City, OK 73112 • 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
Morgan Stanley Private Bank, National Association New York NY 01/2015 04/2026
Rockefeller Financial Llc Oklahoma City OK 04/2026 Present
  • 01/2015 → 04/2026
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 04/2026 → Present
    Rockefeller Financial Llc
    Oklahoma City, OK
Previous Registrations
  • 2009-06-01 → 2026-04-22
    Morgan Stanley
    Oklahoma City, OK
    Oklahoma City, OK
  • 2005-06-21 → 2009-06-01
    Citigroup Global Markets Inc.
    Oklahoma City, OK
    Oklahoma City, OK
  • 2001-10-30 → 2005-06-20
    Morgan Stanley Dw Inc.
    Norman, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-11
  • S66 Uniform Combined State Law Examination
    2001-05-11
Designations
Other Names
  • Kevin R. Kurtz

View on SEC IAPD

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