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Account
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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2025-11-02 |
Branch Locations
115 West Century Roa, Paramus, NJ 07652 • United States
Long Branch, NJ • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-28 |
| NJ | RA | APPROVED | 2020-08-17 |
Branch Locations
180 Park Ave Suite 203, Florham Park, NJ 07932 • United States
Long Branch, NJ • United States
115 West Century Road, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 02/2008 | 06/2020 |
| Bank Of America, N.A. | Paramus | NJ | 04/2015 | 06/2020 |
| Rockefeller Financial Llc | New York | NY | 06/2020 | Present |
| Rockefeller Capital Management | New York | NY | 06/2020 | Present |
| Rockefeller Financial Llc | Long Branch | NJ | 08/2026 | Present |
| Rockefeller Capital Management | Long Branch | NJ | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-11 |
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