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Summer Alexandra Macallister

Rockefeller Financial LLC

Los Angeles, CA

Novato, CA

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-20
CA RA APPROVED 2020-06-22
  • TX RA
    APPROVED
    Since 2021-07-20
  • CA RA
    APPROVED
    Since 2020-06-22

Branch Locations

1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • United States

Novato, CA • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 10/2018 06/2020
Protek Cargo Inc Napa CA 08/2017 10/2018
Unemployed Novato CA 02/2015 08/2017
Bank Of America, N.A. San Francisco CA 11/2018 06/2020
Rockefeller Financial Llc San Francisco CA 06/2020 01/2025
Rock & Co Llc San Francisco CA 06/2020 01/2025
Rockefeller Financial Llc Novato CA 02/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-01
  • S66 Uniform Combined State Law Examination
    2019-02-01
Other Names
  • Summer Beckwith
  • Summer Alexandra Macallister
  • Summer Macallister

View on SEC IAPD

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