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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
260 E Brown Street Suite 300, Birmingham, MI 48009 • United States
222 West Adams Suite 2450, Chicago, IL 60606 • United States
260 E. Brown Suite 270, Birmingham, MI 48009 • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
260 E Brown Suite 270, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2015 | 10/2025 |
| Morgan Stanley Smith Barney Llc | Birmingham | MI | 04/2015 | 10/2025 |
| Rockefeller Financial Llc | Birmingham | MI | 10/2025 | Present |
| Rockefeller Capital Management | Birmingham | MI | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-04 |
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