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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-10-20 |
Branch Locations
3835 Pga Boulevard, Suite 401, Palm Beach Gardens, FL 33410 • 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 | Palm Beach Gardens | FL | 05/2013 | 10/2023 |
| Rockefeller Financial Llc | Palm Beach | FL | 10/2023 | Present |
Stiger and Shell Construction, 4101 SW 42nd Ave., Palm City, FL 24990. Not investment related. Construction; Member since October 2021; 1 hours per month and zero hours during trading hours. Handling deposits and online banking access.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-26 |
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