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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-12 |
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
45 Ottawa Ave Sw, Suite 700, Grand Rapids, MI 49503 • United States
222 West Adams Suite 2450, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Holland | MI | 01/2018 | 06/2021 |
| Huntington Investment Company | Holland | MI | 12/2020 | 06/2021 |
| The Huntington Investment Company | Holland | MI | 06/2021 | 01/2022 |
| Huntington National Bank | Grand Rapids | MI | 01/2018 | 06/2022 |
| Huntington Investment Company | Holland | MI | 01/2022 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapid | MI | 06/2022 | 01/2024 |
| Davenport University | Grand Rapids | MI | 08/2015 | 04/2018 |
| Rockefeller Financial Llc | Grand Rapids | MI | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-21 |
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