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Connor James Mushorn

Rockline Wealth Management LLC

Islip Terrace, NY

CRD 8292467

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Employer firm

Rockline Wealth Management LLC CRD 324004

$750M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Rockline Wealth Management Llc

2701 Sunrise Highway, Islip Terrace, NY 11752 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-10
  • NY RA
    APPROVED
    Since 2026-06-10

Branch Locations

2701 Sunrise Highway, Islip Terrace, NY 11752 • 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
Ithaca College Ithaca NY 09/2025 05/2026
Ithaca College Ithaca NY 08/2022 05/2026
West Islip High School West Islip NY 09/2018 06/2022
Beach Street Middle School West Islip NY 09/2015 06/2018
Rockline Wealth Management Llc Islip Terrace NY 06/2026 Present
  • 09/2025 → 05/2026
    Ithaca College
    Ithaca, NY
  • 08/2022 → 05/2026
    Ithaca College
    Ithaca, NY
  • 09/2018 → 06/2022
    West Islip High School
    West Islip, NY
  • 09/2015 → 06/2018
    Beach Street Middle School
    West Islip, NY
  • 06/2026 → Present
    Rockline Wealth Management Llc
    Islip Terrace, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-18
  • S65 Uniform Investment Adviser Law Examination
    2026-04-18

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

NICHOLAS ANTHONY COLUZZI
Salvatore Licata
GABRIEL MICHAEL GALLANTE

Nearby Offices

OSAIC WEALTH, INC. · ISLIP TERRACE, NY
LPL FINANCIAL LLC · EAST ISLIP, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · East Islip, NY

More in Islip Terrace, NY

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