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Rebecca Danielle Hallman

Rockefeller Financial LLC

Forney, TX

Dallas, TX

CRD 6484650

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Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-23
  • TX RA
    APPROVED
    Since 2022-05-23

Branch Locations

Forney, TX • United States

300 Crescent Court Suite 1450, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services, Inc. Dallas TX 05/2015 05/2022
University Of Texas At Dallas Richard TX 05/2014 05/2017
Rockefeller Financial Llc Dallas TX 05/2022 07/2026
Rockefeller Financial Llc Forney TX 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-16
  • S66 Uniform Combined State Law Examination
    2018-12-16
Other Names
  • Rebecca Danielle Hall

View on SEC IAPD

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