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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-28 |
Branch Locations
300 Crescent Court Suite 1450, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 06/2000 | 06/2019 |
| Rockefeller Financial Llc | Dallas | TX | 06/2019 | Present |
Floral Designer; Non-investment related; Willis Point, TX; Free lance floral designer; 01/01/2025; 3 hours a month and 0 hours during trading hours. Provide floral décor for weddings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-01 |
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