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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-22 |
| TX | RA | APPROVED | 2024-03-22 |
Branch Locations
San Francisco, CA • United States
1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mission San Jose High School | Fremont | CA | 09/2013 | 06/2017 |
| University Of California, Riverside | Riverside | CA | 09/2017 | 06/2021 |
| Bank Of America | Fremont | CA | 06/2020 | 08/2020 |
| Unemployed | Fremont | CA | 06/2021 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fremont | CA | 07/2021 | 08/2022 |
| Bank Of America, N.A. | San Francisco | CA | 12/2021 | 08/2022 |
| First Republic Securities Company, Llc | San Francisco | CA | 08/2021 | 09/2023 |
| First Republic Investment Management, Inc | San Francisco | CA | 08/2022 | 03/2024 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 03/2024 |
| Rockefeller Financial Llc | San Francisco | CA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-05 |
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