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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-01 |
| VA | RA | APPROVED | 2024-02-01 |
Branch Locations
180 Park Ave Suite 203, Florham Park, NJ 07932 • United States
200 S 10Th Street, Suite 950, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Richmond | VA | 12/2014 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 02/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 02/2024 |
| Rockefeller Financial Llc | Richmond | VA | 02/2024 | Present |
GREATER RICHMOND STOP CHILD ABUSE NOW (SCAN) POSITION: Board of Young Professionals Member NATURE: Board of Young Professionals member plan events designed to raise funds and awareness for domestic and child abuse, specifically promote healthy familial relationships INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 103 E Grace St, Richmond VA 23219 NEX ESTATE PLANNING GROUP POSITION: Member NATURE: Learning about estate planning processes and regulations that relate to financial planning. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/12/2020 ADDRESS: 3409 Moore Street, Richmond VA 23230
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-27 |
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