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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-17 |
| TN | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
320 Seven Springs Way Suite 115, Brentwood, TN 37027 • United States
45 Rockefeller Plaza, New York, NY 10111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 09/2014 | 09/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2021 |
| Rbc Capital Markets, Llc | New York | NY | 09/2021 | 01/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 09/2021 |
| City National Bank | New York | NY | 10/2021 | 01/2026 |
| Rockefeller Financial Llc | Nashville | TN | 01/2026 | Present |
Muncher LLC; Investment Related; Nashville, TN; Personal LLC; Owner; 08/20/2024; 0 hours per month; 0 hours during trading hours; LLC holds investments and other business activities (Consulting fees, wife's business).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-02-26 |
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