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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 2026-05-18
MO RA APPROVED 2026-05-15
  • TX RA
    APPROVED
    Since 2026-05-18
  • MO RA
    APPROVED
    Since 2026-05-15

Branch Locations

16090 Swingley Ridge Road, Chesterfield, MO 63017 • United States

300 Crescent Court Suite 1450, Dallas, TX 75201 • 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 Chesterfield MO 05/2019 05/2023
Praxis Med International Carmel IN 05/2016 04/2019
Rockefeller Financial Llc Chesterfield MO 05/2023 Present
  • 05/2019 → 05/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chesterfield, MO
  • 05/2016 → 04/2019
    Praxis Med International
    Carmel, IN
  • 05/2023 → Present
    Chesterfield, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-15
  • S66 Uniform Combined State Law Examination
    2026-05-15
Other Names
  • Melanie Lynette Motz
  • Melanie Kane
  • Melanie Lynette Kane

View on SEC IAPD

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