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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-08 |
| NY | RA | APPROVED | 2024-03-05 |
| TX | RA | APPROVED_RES | 2024-03-05 |
Branch Locations
2445 Kuser Road, Suite 302 Zone C , Hamilton, NJ 07724 • United States
180 Park Ave Suite 203, Florham Park, NJ 07932 • United States
Burlington, NJ • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-08 |
| NY | RA | APPROVED | 2024-08-09 |
| TX | RA | APPROVED | 2024-08-09 |
Branch Locations
2445 Kuser Road, Suite 302 Zone C, Hamilton, NJ 08690 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Jersey City | NJ | 07/2016 | 08/2017 |
| Prudential Insurance Company Of America | Iselin | NJ | 08/2017 | 01/2019 |
| Pruco Securities | Iselin | NJ | 08/2017 | 01/2019 |
| Rockefeller Financial Llc | Hamilton | NJ | 01/2019 | 09/2023 |
| Rockefeller & Co Llc | Hamilton | NJ | 01/2019 | 09/2023 |
| Morgan Stanley | Blue Bell | PA | 09/2023 | 02/2024 |
| Rockefeller Financial Llc | Ny | NY | 03/2024 | 07/2025 |
| Rockefeller Capital Management | Ny | NY | 08/2024 | 07/2025 |
| Rockefeller Capital Management | Hamilton | NJ | 08/2025 | Present |
| Rockefeller Financial Llc | Hamilton | NJ | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-04 |
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