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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-11 |
| CA | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
320 Seven Springs Way Suite 115, Brentwood, TN 37027 • United States
1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-11 |
| TX | RA | APPROVED | 2025-12-10 |
| CA | RA | APPROVED | 2025-10-17 |
Branch Locations
320 Seven Springs Way, Suite 115, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 06/2009 | 10/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2025 |
| Rockefeller Capital Management | Los Angeles | CA | 10/2025 | 11/2025 |
| Rockefeller Financial Llc | Los Angeles | CA | 10/2025 | 12/2025 |
| Rockefeller Financial Llc | Nashville | TN | 12/2025 | Present |
| Rockefeller Capital Management | Nashville | TN | 12/2025 | Present |
*408424 - BooBoo IssKiss, LLC; Investment related - Yes; Pacific Palisades, California; Art/Culture, Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2020; During business hours: 0; After business hours: 6;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-17 |
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