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Lauren Hershey

Rockefeller Financial LLC

Florham Park, NJ

Richmond, VA

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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 2024-02-01
VA RA APPROVED 2024-02-01
  • TX RA
    APPROVED
    Since 2024-02-01
  • VA RA
    APPROVED
    Since 2024-02-01

Branch Locations

180 Park Ave Suite 203, Florham Park, NJ 07932 • United States

200 S 10Th Street, Suite 950, Richmond, VA 23219 • 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
Jmu Harrisonberg VA 08/2010 12/2016
Unemployed Richmond VA 12/2016 03/2019
Robert Hall Glen Allen VA 03/2017 08/2017
Aecom Glen Allen VA 08/2017 03/2019
Bb&T Richmond VA 04/2019 02/2021
Truist Investment Services, Inc Richmond VA 02/2021 02/2024
Rockefeller Financial Llc Richmond VA 02/2024 Present
  • 08/2010 → 12/2016
    Jmu
    Harrisonberg, VA
  • 12/2016 → 03/2019
    Unemployed
    Richmond, VA
  • 03/2017 → 08/2017
    Robert Hall
    Glen Allen, VA
  • 08/2017 → 03/2019
    Aecom
    Glen Allen, VA
  • 04/2019 → 02/2021
    Bb&T
    Richmond, VA
  • 02/2021 → 02/2024
    Truist Investment Services, Inc
    Richmond, VA
  • 02/2024 → Present
    Rockefeller Financial Llc
    Richmond, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-22
  • S66 Uniform Combined State Law Examination
    2022-11-22

View on SEC IAPD

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Other Offices

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
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