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Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-30
NJ RA APPROVED 2022-07-13
  • TX RA
    APPROVED_RES
    Since 2026-03-30
  • NJ RA
    APPROVED
    Since 2022-07-13

Branch Locations

2445 Kuser Road, Suite 302 Zone C , Hamilton, NJ 07724 • United States

45 Rockefeller Plaza Floor 5, New York, NY 10111 • USA

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Lawrenceville NJ 04/2012 05/2019
Morgan Stanley Red Bank NJ 09/2017 05/2019
Purshe Kaplan Sterling Investments Albany NY 05/2019 12/2021
Qp Wealth Management Eatontown NJ 05/2019 07/2022
Rockefeller Financial Llc Hamilton NJ 07/2022 Present
  • 04/2012 → 05/2019
    Lawrenceville, NJ
  • 09/2017 → 05/2019
    Red Bank, NJ
  • 05/2019 → 12/2021
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2019 → 07/2022
    Qp Wealth Management
    Eatontown, NJ
  • 07/2022 → Present
    Hamilton, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-22
  • S66 Uniform Combined State Law Examination
    2010-10-22
Other Names
  • Whitney C Huber
  • Whitney C Struble
  • Whitney Coates Struble

View on SEC IAPD

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