Kyle David Comerford

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-10-30
TX	RA	APPROVED	2025-10-30

Branch Locations

4 Caufield Place Suite 101, Newtown, PA 18940 • United States

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-10-18
TX	RA	APPROVED	2024-10-18

Branch Locations

4 Caufield Place Suite 101, Newtown, PA 18940 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Princeton	NJ	06/2021	10/2024
Rowan University	Glassboro	NJ	09/2017	05/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wilmington	DE	04/2020	04/2021
Educational Services Commission Of Nj	Monroe Township	NJ	05/2019	01/2020
Lemon Mediterranean	Freehold	NJ	08/2018	05/2019
Restaurant Depot	Neptune	NJ	05/2017	08/2018
Middle/High School	Monroe Township	NJ	01/2011	05/2017
Bank Of America, N.A.	Yardley	PA	06/2024	10/2024
Rockefeller Financial Llc	Newtown	PA	10/2024	Present
Rockefeller Capital Management	Newtown	PA	10/2025	Present

06/2021 → 10/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Princeton, NJ
09/2017 → 05/2021

Rowan University

Glassboro, NJ
04/2020 → 04/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, DE
05/2019 → 01/2020

Educational Services Commission Of Nj

Monroe Township, NJ
08/2018 → 05/2019

Lemon Mediterranean

Freehold, NJ
05/2017 → 08/2018

Restaurant Depot

Neptune, NJ
01/2011 → 05/2017

Middle/High School

Monroe Township, NJ
06/2024 → 10/2024

Bank Of America, N.A.

Yardley, PA
10/2024 → Present

Rockefeller Financial Llc

Newtown, PA
10/2025 → Present

Rockefeller Capital Management

Newtown, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-17

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