Daniel David Langon

Rockefeller Financial LLC

Pleasant Hill, CA

San Francisco, CA

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Current Employers

Rockefeller Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-05-05
TX	RA	APPROVED	2023-05-05

CA RA
APPROVED

Since 2023-05-05
TX RA
APPROVED

Since 2023-05-05

Branch Locations

Pleasant Hill, CA • United States

Two Embarcadero Center Suite 2320, San Francisco, CA 94111 • 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

Organization	City	State	From	To
First Republic Investment Management, Inc	San Francisco	CA	08/2018	05/2023
First Republic Securities Company, Llc	San Francisco	CA	01/2019	05/2023
David Langon Construction	Alamo	CA	06/2017	08/2018
University Of Oregon	Eugene	OR	09/2013	06/2017
Rockefeller Financial Llc	San Francisco	CA	05/2023	Present

08/2018 → 05/2023

First Republic Investment Management, Inc

San Francisco, CA
01/2019 → 05/2023

First Republic Securities Company, Llc

San Francisco, CA
06/2017 → 08/2018

David Langon Construction

Alamo, CA
09/2013 → 06/2017

University Of Oregon

Eugene, OR
05/2023 → Present

Rockefeller Financial Llc

San Francisco, CA

Previous Registrations

2020-05-19 → 2023-05-24

J.P. Morgan Private Wealth Advisors Llc

San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-05-18

S66 Uniform Combined State Law Examination

2020-05-18

Designations

View on SEC IAPD

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