Audrey N Wilcoxson

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-04-30
TX	RA	APPROVED	2026-04-30

Branch Locations

260 E Brown Street Suite 300, Birminghamm, MI 48009 • United States

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-04-27
TX	RA	APPROVED	2026-04-27

Branch Locations

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Indianapolis	IN	05/2021	04/2026
Community First Bank Of Indiana	Westfield	IN	02/2019	05/2021
Star Financial Bank	Fishers	IN	11/2018	02/2019
Ashley Homestore	Fort Wayne	IN	11/2017	11/2018
Indiana Wesleyan University	Marion	IN	05/2014	10/2018
Rockefeller Financia Llc	Birmingham	MI	04/2026	Present
Rockefeller Capital Management	Birmingham	MI	04/2026	Present

05/2021 → 04/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Indianapolis, IN
02/2019 → 05/2021

Community First Bank Of Indiana

Westfield, IN
11/2018 → 02/2019

Star Financial Bank

Fishers, IN
11/2017 → 11/2018

Ashley Homestore

Fort Wayne, IN
05/2014 → 10/2018

Indiana Wesleyan University

Marion, IN
04/2026 → Present

Rockefeller Financia Llc

Birmingham, MI
04/2026 → Present

Rockefeller Capital Management

Birmingham, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-29

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