Shane Timothy Twomey

Rockefeller Financial LLC

Rockefeller Capital Management

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Current Employers

Rockefeller Financial Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-03-31
TX	RA	APPROVED_RES	2023-06-28
VA	RA	APPROVED	2023-06-28

MD RA
APPROVED

Since 2026-03-31
TX RA
APPROVED_RES

Since 2023-06-28
VA RA
APPROVED

Since 2023-06-28

Branch Locations

2 Bethesda Metro Center, Suite 800, Bethesda, MD 20814 • United States

3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States

1812 N Moore St, Suite 1700, Arlington, VA 22209 • United States

Reston, VA • United States

Rockefeller Capital Management

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-08-12
MD	RA	APPROVED	2024-08-07
TX	RA	APPROVED	2024-08-07

VA RA
APPROVED

Since 2025-08-12
MD RA
APPROVED

Since 2024-08-07
TX RA
APPROVED

Since 2024-08-07

Branch Locations

1812 N Moore St, Suite 1700, Arlington, VA 22209 • 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

Organization	City	State	From	To
Twomey Lacrosse	Reston	VA	05/2003	Present
Gonzaga High School	Washington	DC	02/2012	01/2020
Aog Wealth Management	Great Falls	VA	05/2013	09/2016
Verdence Capital Advisors	Hunt Valley	MD	01/2018	09/2020
Verdence Capital	Vienna	VA	01/2018	09/2020
Twomey Capital	Reston	VA	10/2016	05/2022
Rockefeller Financial Llc	Bethesda	MD	05/2022	Present
Stand Together	Arlington	VA	10/2020	09/2021
Rockefeller Capital Management	Arlington	VA	08/2024	Present

05/2003 → Present

Twomey Lacrosse

Reston, VA
02/2012 → 01/2020

Gonzaga High School

Washington, DC
05/2013 → 09/2016

Aog Wealth Management

Great Falls, VA
01/2018 → 09/2020

Verdence Capital Advisors

Hunt Valley, MD
01/2018 → 09/2020

Verdence Capital

Vienna, VA
10/2016 → 05/2022

Twomey Capital

Reston, VA
05/2022 → Present

Rockefeller Financial Llc

Bethesda, MD
10/2020 → 09/2021

Stand Together

Arlington, VA
08/2024 → Present

Rockefeller Capital Management

Arlington, VA

Previous Registrations

2014-10-08 → 2016-07-20

Aog Wealth Management

Reston, VA
2013-01-02 → 2013-05-09

Waddell & Reed

Vienna, VA
2009-06-01 → 2013-01-23

Morgan Stanley

Washington, DC

Washington, DC

Washington, DC

Washington, DC
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Washington, DC
2004-03-12 → 2007-04-02

Morgan Stanley Dw Inc.

Bethesda, MD

Washington, DC

Bethesda, MD
2001-06-22 → 2003-07-11

Legg Mason Wood Walker, Incorporated

Gaithersburg, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-26

S66 Uniform Combined State Law Examination

2023-06-26

Other Names

Shane T Twomey

View on SEC IAPD

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