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Despina Vallianos Mann

Rockefeller Financial LLC

Houston, 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 2026-03-17
  • TX RA
    APPROVED
    Since 2026-03-17

Branch Locations

1600 West Loop South, Suite 700, Houston, TX 77027 • 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
Southwest Securities Inc Houston TX 03/2012 05/2017
Morgan Stanley Sugar Land TX 05/2017 03/2026
Rockefeller Financial Llc Houston TX 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-03
S63 Uniform Securities Agent State Law Examination 2001-02-12
  • S66 Uniform Combined State Law Examination
    2007-03-03
  • S63 Uniform Securities Agent State Law Examination
    2001-02-12
Other Names
  • Despina Vallianos

View on SEC IAPD

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