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Robert Alric Barrett

Rockefeller Financial LLC

Birmingham, MI

Chicago, IL

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-05-05
TX RA APPROVED 2026-05-05
  • MI RA
    APPROVED
    Since 2026-05-05
  • TX RA
    APPROVED
    Since 2026-05-05

Branch Locations

260 E Brown Street Suite 300, Birmingham, MI 48009 • United States

222 West Adams Suite 2450, Chicago, IL 60606 • 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
Sigma Financial Corporation Ann Arbor MI 01/2016 11/2017
Raymond James & Associates Birmingham MI 11/2017 05/2026
Rockefeller Financial Llc Birmingham MI 05/2026 Present
  • 01/2016 → 11/2017
    Sigma Financial Corporation
    Ann Arbor, MI
  • 11/2017 → 05/2026
    Raymond James & Associates
    Birmingham, MI
  • 05/2026 → Present
    Rockefeller Financial Llc
    Birmingham, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-02
  • S66 Uniform Combined State Law Examination
    2018-02-02
Other Names
  • Bobby Barrett

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

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