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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-05-23 |
| TX | RA | APPROVED | 2022-05-23 |
Branch Locations
2 Bethesda Metro Center, Suite 800, Bethesda, MD 20814 • 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 |
|---|---|---|---|---|
| Bank Of America | Washington | DC | 03/2016 | 01/2017 |
| Bb&T Bank | Washington | DC | 01/2017 | 08/2018 |
| Bb&T Bank | Washington | DC | 08/2018 | 07/2020 |
| Truist Bank | Charlotte | NC | 07/2020 | 05/2021 |
| Truist Investment Services, Inc. | Rockville | MD | 05/2021 | 05/2022 |
| Truist Advisory Services, Inc. | Rockville | MD | 02/2022 | 05/2022 |
| Rockefeller Financial Llc | Bethesda | MD | 05/2022 | Present |
| Rockefeller Capital Management | Bethesda | MD | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-14 |
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