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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-10-18
TX RA APPROVED 2024-10-18
  • PA RA
    APPROVED
    Since 2024-10-18
  • TX RA
    APPROVED
    Since 2024-10-18

Branch Locations

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

4 Caufield Place Suite 101, Newtown, PA 18940 • 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 Yardley PA 05/2021 10/2024
Tussey Mountain Boalburg PA 12/2020 04/2021
Old Navy Fairless Hills PA 06/2020 08/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Yardley PA 06/2019 08/2019
Fourpaws Doggie Daycare Morrisville PA 06/2018 09/2018
Saint Francis Cabrini Parish Fairless Hills PA 08/2013 08/2017
Penn State University University Park PA 08/2017 05/2021
Holy Ghost Prep Highschool Bensalem PA 09/2012 09/2017
Rockefeller Financial Llc Newtown PA 10/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-02
  • S66 Uniform Combined State Law Examination
    2022-12-02
Other Names
  • Cameron Zubey

View on SEC IAPD

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