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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-27 |
Branch Locations
300 Crescent Court Suite 1450, Dallas, TX 75201 • United States
1600 West Loop South, Suite 700, Houston, TX 77027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Houston | TX | 09/2009 | 04/2026 |
| Bank Of America, Na | Houston | TX | 12/2009 | 04/2026 |
| Rockefeller Financial | Houston | TX | 04/2026 | Present |
I*114669 For profit or not for profit: Non-Profit Organization Name of outside business organization: John Wesley United Methodist Church Investment related: N Address of business: Houston, Texas 77069 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 1/1/2018 Number of hours devoted: 6 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Lead the Finance Committee for the Church. I do not have authority to dispense funds - that is the role of the Church Controller/Business Manager. My oversight is only to monitor and communicate across stakeholders and be point of contact
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-21 |
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