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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-02-27 |
| TX | RA | APPROVED | 2024-02-22 |
Branch Locations
320 Seven Springs Way Suite 115, Brentwood, TN 37027 • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-06-01 |
| AZ | RA | APPROVED | 2020-10-08 |
| TX | RA | APPROVED | 2020-08-21 |
Branch Locations
320 Seven Springs Way Suite 115, Brentwood, TN 37027 • United States
1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Scottsdale | AZ | 04/2013 | 08/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2020 |
| Rockefeller Financial Llc | Los Angeles | CA | 08/2020 | 05/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 08/2020 |
| Rockefeller Financial Llc | College Grove | TN | 05/2023 | 08/2025 |
| Rockefeller Capital Management | College Grove | TN | 02/2024 | 08/2025 |
| Rockefeller Financial Llc | Brentwood | TN | 08/2025 | Present |
| Rockefeller Capital Management | Brentwood | TN | 08/2025 | Present |
RENTAL PROPERTY; OWNER; MOMMAKNEE LLC; MY WIFE WILL HANDLE THE DAY TO DAY MANAGEMENT OF RENTAL INCOME AND FINDING CONTRACTORS TO REPAIR ISSUES THAT ARISE WITH THE HOME; PHOENIX, AZ; 0.5 AFTER BUSINESS HOURS; 0 DURING BUSINESS; 08/2013
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-15 |
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