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Account
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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2025-11-02 |
Branch Locations
115 West Century Road, Paramus, NJ 07652 • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-30 |
| NJ | RA | APPROVED | 2020-08-17 |
Branch Locations
180 Park Ave Suite 203, Florham Park, NJ 07932 • United States
115 West Century Road, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 07/2002 | 06/2020 |
| Bank Of America, Na | Paramus | NJ | 09/2009 | 06/2020 |
| Rockefeller Financial Llc | New York | NY | 06/2020 | Present |
| Rock & Co Llc | New York | NY | 06/2020 | Present |
BH Family LLC; Investment related; Glen Rock, NJ; Rental Property; Part Owner of LLC; 06/18/2026; Zero hours per month and 0 hours during trading hours; LLC holds rental property that spouse handles.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-17 |
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