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Cortright Wetherill

Rockefeller Financial LLC

Atlanta, GA

Palm Beach Gardens, FL

Conshohocken, PA

Wick Capital Partners, LLC

Wayne, PA

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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_RES 2026-08-31
FL RA APPROVED 2026-08-28
PA RA APPROVED 2026-08-28
  • TX RA
    APPROVED_RES
    Since 2026-08-31
  • FL RA
    APPROVED
    Since 2026-08-28
  • PA RA
    APPROVED
    Since 2026-08-28

Branch Locations

3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States

3835 Pga Boulevard, Suite 401, Palm Beach Gardens, FL 33410 • United States

One Tower Bridge, 100 Front Street Suite 1325, Conshohocken, PA 19428 • United States

Wick Capital Partners, Llc

150 N. Radnor Chester Road Suite A225, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-09-18
  • PA RA
    APPROVED
    Since 2019-09-18

Branch Locations

150 N. Radnor Chester Road Suite A225, Wayne, PA 19087 • 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
Drexel University Philadelphia PA 08/2016 12/2017
Red Rocks Group Philadelphia PA 09/2017 12/2018
Wick Capital Partners, Llc Philadelphia PA 01/2019 08/2026
Rockefeller Financial Llc Conshohocken PA 08/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-18
  • S65 Uniform Investment Adviser Law Examination
    2019-09-18
Other Names
  • Wetherill Cortright
  • Cortright Wetherill
  • Cortright Wetherill

View on SEC IAPD

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