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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-03 |
| TX | RA | APPROVED | 2026-06-03 |
Branch Locations
2 Bethesda Metro Center, Suite 800, Bethesda, MD 20814 • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-04-29 |
| TX | RA | APPROVED | 2022-04-29 |
Branch Locations
180 Park Ave Suite 203, Florham Park, NJ 07932 • United States
2 Bethesda Metro Center, Suite 800, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 08/2017 | 04/2022 |
| Epic Academy | Chicago | IL | 08/2015 | 06/2017 |
| Dominican University | River Forest | IL | 05/2015 | 08/2017 |
| Bank Of America, N.A. | Bethesda | MD | 11/2017 | 04/2022 |
| Rockefeller Financial Llc | Bethesda | MD | 04/2022 | Present |
I*134326 For profit or not for profit: Non-Profit Organization Name of outside business organization: Jewish Women International Investment related: N Address of business: Washington DC, District of Columbia 20036 Nature of business: Charitable Organization, Position, title, association: , Start date of relationship: 10/19/2020 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Brings together women and advocates against domestic violence. Financial Initiatives Chair is responsible for overseeing financial education along with building and maintaining partnerships to help establish the Network as financially literate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-18 |
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