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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-23 |
| NY | RA | APPROVED | 2023-02-22 |
Branch Locations
222 West Adams Suite 2450, Chicago, IL 60606 • United States
321 Broadway, Saratoga Springs, NY 12866 • 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 | Clifton Park | NY | 10/2015 | 07/2019 |
| Bank Of America, N.A. | Clifton Park | NY | 10/2015 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Albany | NY | 07/2019 | 01/2023 |
| J.P. Morgan Securities, Llc. | Albany | NY | 07/2019 | 01/2023 |
| Renew Church, Inc. | Colonie | NY | 01/2015 | 12/2022 |
| Rockefeller Capital Management | Saratoga | NY | 01/2023 | Present |
| Rockefeller Financial Llc | Saratoga | NY | 01/2023 | Present |
Entity Name: The Sabbath Kitchen LLC Investment related: N "Address: 780 Whitney Drive Niskayuna NY 12309" Nature of the other business: E-Commerce Position/Title/Relationship: Employee/Contractor Start Date: 01/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Manage online eCommerce store - sells kitchen supplies online via Shopify and Amazon. Not related to full time employment - Rockefeller Capital Management or Rockefeller Financial LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-24 |
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