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Ian White

Rockefeller Financial LLC

Walnut Creek, CA

Los Angeles, CA

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-10
  • CA RA
    APPROVED
    Since 2026-02-10

Branch Locations

1850 Mt Diablo Boulevard - Suite 300, Walnut Creek, CA 94596 • United States

1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • 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
Unemployed Moraga CA 06/2024 01/2025
University Or California, Los Angeles Los Angeles CA 09/2020 06/2024
Wood Mackenzie San Francisco CA 06/2023 09/2023
Wood Mackenzie San Francisco CA 06/2022 09/2022
Associated Students Ucla Los Angeles CA 10/2021 06/2022
Meadow Swim & Tennis Club Orinda CA 08/2020 09/2021
Acalanes High School Lafayette CA 08/2016 07/2020
Equitable Advisors, Llc Walnut Creek CA 01/2025 02/2026
Rockefeller Capital Management Walnut Creek CA 02/2026 Present
  • 06/2024 → 01/2025
    Unemployed
    Moraga, CA
  • 09/2020 → 06/2024
    University Or California, Los Angeles
    Los Angeles, CA
  • 06/2023 → 09/2023
    Wood Mackenzie
    San Francisco, CA
  • 06/2022 → 09/2022
    Wood Mackenzie
    San Francisco, CA
  • 10/2021 → 06/2022
    Associated Students Ucla
    Los Angeles, CA
  • 08/2020 → 09/2021
    Meadow Swim & Tennis Club
    Orinda, CA
  • 08/2016 → 07/2020
    Acalanes High School
    Lafayette, CA
  • 01/2025 → 02/2026
    Equitable Advisors, Llc
    Walnut Creek, CA
  • 02/2026 → Present
    Rockefeller Capital Management
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22

View on SEC IAPD

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