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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-07 |
| TX | RA | APPROVED | 2024-02-22 |
Branch Locations
Max At Kierland, 16220 North Scottsdale Road, Scottsdale, AZ 85254 • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-10-08 |
| TX | RA | APPROVED | 2020-08-21 |
Branch Locations
Max At Kierland 16220 North Scottsdale Road, Scottsdale, AZ 85254 • United States
1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Scottsdale | AZ | 11/2008 | 08/2020 |
| Morgan Stanley Smith Barney | Scottsdale | AZ | 06/2009 | 08/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2020 |
| Rockefeller Financial Llc | Los Angeles | CA | 08/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2020 | 08/2020 |
| Rockefeller Capital Management | Scottsdale | AZ | 02/2024 | Present |
1) 101 S. McClintock LLC.; Investment related; Ownership of a single tenant commercial building; Owner; Start date: 10/2013; During business hours: 0; After business hours; 0 2) WS Mexico One LLC - Mr. Weaver is a member of the LLC. Scottsdale, AZ. Mr. Weaver started this investment-related activity in March 2014. Zero hours per month and zero hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2002-08-21 |
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