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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-05 |
| TX | RA | APPROVED | 2026-05-05 |
Branch Locations
222 West Adams Suite 2450, Chicago, IL 60606 • United States
260 E Brown Street Suite 300, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Farmington Hills | MI | 01/2010 | 12/2016 |
| Raymond James & Associates, Inc | Farmington Hills | MI | 12/2016 | 02/2017 |
| Raymond James & Associates, Inc. | Birmingham | MI | 02/2017 | 05/2026 |
| Rockefeller Financial Llc | Birmingham | MI | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-19 |
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