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William Jamison Morris Wallrapp

Rockefeller Financial LLC

The Woodlands, TX

Dallas, TX

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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 2025-01-03
  • TX RA
    APPROVED
    Since 2025-01-03

Branch Locations

9950 Woodloch Forest Tower, 4Th Floor, The Woodlands, TX 77380 • 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
Fisher Investments Plano TX 12/2023 07/2024
Onedigital Overland Park KS 05/2019 05/2022
Onedigital Overland Park KS 05/2022 11/2023
Benedictine College Atchison KS 08/2015 08/2020
Rockefeller Financial Llc Houston TX 12/2024 Present
Unemployed Dallas TX 08/2024 12/2024
  • 12/2023 → 07/2024
    Fisher Investments
    Plano, TX
  • 05/2019 → 05/2022
    Onedigital
    Overland Park, KS
  • 05/2022 → 11/2023
    Onedigital
    Overland Park, KS
  • 08/2015 → 08/2020
    Benedictine College
    Atchison, KS
  • 12/2024 → Present
    Rockefeller Financial Llc
    Houston, TX
  • 08/2024 → 12/2024
    Unemployed
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-06-20
S65 Uniform Investment Adviser Law Examination 2024-02-15
  • S63 Uniform Securities Agent State Law Examination
    2025-06-20
  • S65 Uniform Investment Adviser Law Examination
    2024-02-15
Other Names
  • Wills Wallrapp
  • William Jamison Wallrapp
  • William Jamison Morris Wallrapp
  • William Morris Wallrapp

View on SEC IAPD

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Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

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