Paulina Schwarzbeck

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-28

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	07/2020	03/2025
Pure Love Juice	Tucson	AZ	08/2019	06/2020
Shanghai Tang	Hong Kong		06/2019	07/2019
Sunglass Hut	Tucson	AZ	11/2017	03/2019
Middle School And Highschool	Tucson	AZ	01/2010	11/2017
Unemployed	Tucson	AZ	03/2019	06/2019
Rockefeller Financial Llc	Dallas	TX	03/2025	Present
Rockefeller Capitial Management	Dallas	TX	03/2025	Present

07/2020 → 03/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
08/2019 → 06/2020

Pure Love Juice

Tucson, AZ
06/2019 → 07/2019

Shanghai Tang

Hong Kong
11/2017 → 03/2019

Sunglass Hut

Tucson, AZ
01/2010 → 11/2017

Middle School And Highschool

Tucson, AZ
03/2019 → 06/2019

Unemployed

Tucson, AZ
03/2025 → Present

Rockefeller Financial Llc

Dallas, TX
03/2025 → Present

Rockefeller Capitial Management

Dallas, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-24

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