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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-22 |
| TX | RA | APPROVED | 2023-02-17 |
Branch Locations
Satellite Beach, FL • United States
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Viera | FL | 05/2013 | 02/2023 |
| Rockefeller Capital Management | Melbourne | FL | 02/2023 | 11/2025 |
| Rockefeller Financial Llc | Satellite Beach | FL | 11/2025 | Present |
I*71987 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RYAN WALTERS FINE ART LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: SATELLITE BEACH, FLORIDA 32937 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 4/1/2012 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MY HUSBAND SELLS HIS ART WORK. I AM NOT LISTED ON THIS LLC. I OCCASSIONALLY ASSIST HIM OUTSIDE OF MY ROLE AT MERRILL LYNCH AT AN ART SHOW/FESTIVAL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-02 |
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