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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-10 |
| TX | RA | APPROVED | 2023-02-17 |
Branch Locations
1100 Orange Ave Floor 2, Winter Park, FL 32789 • United States
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 07/2015 | 02/2023 |
| Bank Of America, N.A. | Winter Park | FL | 10/2015 | 02/2023 |
| Rockefeller Financial Llc | Winter Park | FL | 02/2023 | Present |
Rollins Crumme Graduate School of Business, 1000 Holt Ave, Winter Park, FL, 32789 . Higher Education; Alumni Board of Directors Member; 8/15/2017; 7 hours per month and zero hours during trading hours. Alumni relationships Delta Zeta Sorority - Rollins College, Pi Theta Chapter, 1000 Holt Ave, Winter Park, FL, 32789; National Panhellenic - Social Organzation; Alumni Advisory Board Member - Recruitment Advisor; 1/1/2013; 7 hours per month and zero hours during trading hours.; Advising current Delta Zeta members at Rollins College while working with regional and national representatives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-27 |
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