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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-23 |
| TX | RA | APPROVED | 2023-06-16 |
Branch Locations
1100 Orange Ave Floor 2, Winter Park, FL 32789 • United States
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Advisory Services, Inc | Atlanta | GA | 07/2020 | 02/2021 |
| Suntrust Investment Services, Inc | Atlanta | GA | 07/2020 | 02/2021 |
| Uga | Athens | GA | 08/2009 | 08/2019 |
| Cannon Financial Strategists | Athens | GA | 05/2019 | 05/2020 |
| Whistlebury Properties | Athens | GA | 08/2019 | 05/2020 |
| University Of Georgia | Athens | GA | 04/2017 | 05/2020 |
| University Of Georgia | Athens | GA | 08/2019 | 05/2020 |
| Rabun County Board Of Commission | Tiger | FL | 05/2013 | 09/2016 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 06/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 06/2023 |
| Rockefeller Financial Llc | Winter Park | FL | 06/2023 | Present |
Orlando Food Finders, LLC; Non-investment related; Orlando, FL; Manager; 01/10/2025; 12 hours a month and 0 hours during trading hours. Advertising for restaurants in Orlando on Instagram.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-30 |
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