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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-07 |
| TX | RA | APPROVED | 2022-10-07 |
Branch Locations
222 West Adams Suite 2450, Chicago, IL 60606 • United States
28601 Chagrin Blvd, Suite 525, Woodmere, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Cleveland | OH | 05/2016 | 10/2022 |
| Rockefeller Financial Llc | Woodmere | OH | 10/2022 | 07/2023 |
| Rockefeller Financial Llc | Wadsworth | OH | 08/2023 | 09/2023 |
| Rockefeller Financial Llc | Beachwood | OH | 09/2023 | Present |
Cleveland Sight Center / Helping the vision impaired. / 1909 E 101st St, Cleveland, OH 44106 / Help to advise and assist the strategic vision of the organization / clevelandsightcenter.org / Start Date 5/14/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-25 |
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