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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-11-12 |
| TX | RA | APPROVED_RES | 2021-11-12 |
Branch Locations
2 Bethesda Metro Center, Suite 800, Bethesda, MD 20814 • United States
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Mclean | VA | 05/2021 | 11/2021 |
| Balance Gym | Washington | DC | 03/2019 | 06/2019 |
| Editorial Projects In Education | Bethesda | MD | 05/2017 | 08/2017 |
| Jacobs Fitness Center | Washington | DC | 08/2015 | 05/2019 |
| Bb&T Scott &Stringfellow | Mclean | VA | 05/2018 | 08/2018 |
| Leidos Inc. | Lorton | VA | 06/2019 | 05/2021 |
| Chef Geoffs | Washington | DC | 05/2016 | 05/2017 |
| Rockefeller Financial Llc | Bethesda | MD | 11/2021 | Present |
| Rockefeller Capital Management | Bethesda | MD | 04/2024 | Present |
PIMCO Advisory Council; Non-investment related; 650 Newport Center Drive, Newport Beach, CA 92660; Council Member; 03/01/2026; 10 hours a year and 0 hours during trading hours; Attend meetings and discuss PIMCO best practices. Macro-focused.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
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