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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
Two Embarcadero Center Suite 2320, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | San Francisco | CA | 03/2000 | 12/2025 |
| Morgan Stanley Smith Barney | San Francisco | CA | 06/2009 | 12/2025 |
| Rockefeller Financial Llc | San Francico | CA | 12/2025 | Present |
*70846 - M I Architects; Investment related No; Walnut Creek, CA; Architecture; Employee (proprietor, partner, officer, director, employee, trustee, agent); Nov 2011; During business hours: 0; After business hours: 20; Accounting/Bookkeeping. *352648 - Ibrahim Vacation Rental LLC; Investment related Yes; Lafayette, CA; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); June 2016; During business hours: 0; After business hours: 0; Property Management *408665 - Estate; Investment related Yes; Walnut Creek, CA; Jan 2025; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-27 |
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