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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-05 |
Branch Locations
1900 Broadway Street Suite 660, San Antonio, TX 78215 • United States
300 Crescent Court Suite 1450, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 07/1989 | 03/2021 |
| Rockefeller Financial Llc | San Antonio | TX | 03/2021 | Present |
I*121440 For profit or not for profit: For-Profit Organization Name of outside business organization: Danke Oma LLC Investment related: N Address of business: San Antonio, Texas 78233 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 3/8/2019 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 1 Duties: LLC Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-10-18 |
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