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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-19 |
| TX | RA | APPROVED | 2025-11-05 |
Branch Locations
5355 Town Center Rd Floor 6, Boca Raton, FL 33486 • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-20 |
| TX | RA | APPROVED | 2023-02-17 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
5355 Town Center Rd Floor 6, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 09/2016 | 02/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2020 | 02/2022 |
| Rockefeller Financial Llc | Boca Raton | FL | 02/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2020 | 02/2022 |
| Rockefeller Capital Management | Boca Raton | FL | 11/2025 | Present |
1.Baseball coaching; Investment related: No; Baseball coaching; Independent Contractor(proprietor, partner, officer, director, employee, trustee, agent); Oct 2018; During business hours: 0; After business hours: 4; Coaching children in baseball and baseball related activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-08 |
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