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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
300 Crescent Court Suite 1450, Dallas, TX 75201 • United States
1600 West Loop South, Suite 700, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2016 | 02/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 02/2019 | 04/2026 |
| Bank Of America, N.A. | Houston | TX | 10/2025 | 04/2026 |
| Rockefeller Financial Llc | Housllton | TX | 04/2026 | 06/2026 |
| Rockefeller Financial Llc | Houston | TX | 07/2026 | Present |
I*: 1786297 Entity Type: Entity For Profit Name of OBA: Everest Real Estate Address: Houston, TX Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/07/2024 Number of Hours: 1 hr weekly Number of Hours during trading: 0 Duties: Part owner of an LLC that owns rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-29 |
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