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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-12 |
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
222 West Adams Suite 2450, Chicago, IL 60606 • United States
45 Ottawa Ave Sw, Suite 700, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | East Lansing | MI | 02/2000 | 01/2024 |
| Bank Of America, Na | East Lansing | MI | 12/2009 | 01/2024 |
| Rockefeller Financial Llc | Grand Rapids | MI | 01/2024 | Present |
DDC LLC; Investment related; 12260 Mountain Top Circle, Thompsonville, MI 49683; LLC holds a condo that's rented out.; 1/3 owner; 03/28/2025; 3 hours per month; 0 hours during trading hours; The condo is part of a rental program at Crystal Moutian resort (ski and golf resort). Crystal Mountain manages the rental of the condo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-17 |
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