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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-13 |
| TX | RA | APPROVED | 2023-10-20 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
3835 Pga Boulevard, Suite 401, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Investment Management | Whippany | NJ | 08/2018 | 05/2021 |
| The University Of Chicago Booth School Of Business | Chicago | IL | 09/2016 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jupiter | FL | 11/2021 | 10/2023 |
| Sabbatical | Slatington | PA | 05/2021 | 11/2021 |
| Unemployed | Oak Forest | IL | 05/2016 | 09/2016 |
| Bank Of America, N.A. | Jupiter | FL | 02/2022 | 10/2023 |
| Rockefeller Financial Llc | Palm Beach | FL | 10/2023 | Present |
Name of other Business: Berta Milagros Varela Investment related (yes or no): No Business address (City, State): Palm City FL Nature of business: Power of Attorney Position/title: Power of Attorney Relationship with business: Nephew Start date of relationship: 06/28/2020 Number of hours a month devoted to business: 1 Number of hours during securities trading hours devoted to business: 0 Description of duties: Represents Aunt in any situations revolving with her estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-25 |
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