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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-28 |
| TX | RA | APPROVED | 2023-02-17 |
Branch Locations
3835 Pga Boulevard, Suite 401, Palm Beach Gardens, FL 33410 • 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 | Rockledge | FL | 11/2010 | 02/2023 |
| Bank Of America, N.A. | Rockledge | FL | 04/2011 | 02/2023 |
| Rockefeller Capital Management | West Palm Beach | FL | 02/2023 | 11/2025 |
| Rockefeller Financial Llc | Palm Beach Gardens | FL | 12/2025 | Present |
I*37376 For profit or not for profit: For-Profit Organization Name of outside business organization: MINERVA LAKE CORPORATION Investment related: N Address of business: MERRITT ISLAND, Florida 32952 Nature of business: Corporation, Position, title, association: , Start date of relationship: 9/19/2005 Number of hours devoted: 8 hour(s) Annually Number of hours devoted during trading hours: 1 Duties: This corporation passively holds inherited real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-01 |
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