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Brianna Widrick Ritz

Rockefeller Capital Management

Cincinnati, OH

Rockefeller Financial LLC

Cincinnati, OH

Chicago, IL

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Current Employers
Rockefeller Capital Management

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-07-13
TX RA APPROVED 2022-07-12
  • OH RA
    APPROVED
    Since 2022-07-13
  • TX RA
    APPROVED
    Since 2022-07-12

Branch Locations

3825 Edwards Road - Suite 630, Cincinnati, OH 45209 • United States

Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-07-26
OH RA APPROVED 2021-06-28
  • TX RA
    APPROVED_RES
    Since 2021-07-26
  • OH RA
    APPROVED
    Since 2021-06-28

Branch Locations

3825 Edwards Road - Suite 630, Cincinnati, OH 45209 • United States

222 West Adams Suite 2450, Chicago, IL 60606 • United States

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
The Ayco Company, L.P./Mercer Allied Cincinnati OH 08/2010 01/2021
Ayco/Goldman Sachs & Co. Llc Cincinnati OH 01/2021 06/2021
Rockefeller & Co Fort Thomas KY 06/2021 Present
Rockefeller Financial Llc Fort Thomas KY 06/2021 Present
  • 08/2010 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Cincinnati, OH
  • 01/2021 → 06/2021
    Ayco/Goldman Sachs & Co. Llc
    Cincinnati, OH
  • 06/2021 → Present
    Rockefeller & Co
    Fort Thomas, KY
  • 06/2021 → Present
    Rockefeller Financial Llc
    Fort Thomas, KY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-20
  • S66 Uniform Combined State Law Examination
    2011-06-20
Other Names
  • Bri Ritz
  • Brianna Carolyn Widrick

View on SEC IAPD

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Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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