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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-07-28
  • NJ RA
    APPROVED
    Since 2021-07-28

Branch Locations

2445 Kuser Road, Suite 302 Zone A, Hamilton, NJ 08690 • 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
Lincoln Financial Network Philadelphia PA 09/2014 07/2018
Rockefeller Capital Management Hamilton NJ 07/2018 Present
Rockefeller & Co Llc Hamilton NJ 07/2018 Present
Rockefeller Financial Llc Hamilton NJ 10/2018 Present
  • 09/2014 → 07/2018
    Lincoln Financial Network
    Philadelphia, PA
  • 07/2018 → Present
    Rockefeller Capital Management
    Hamilton, NJ
  • 07/2018 → Present
    Rockefeller & Co Llc
    Hamilton, NJ
  • 10/2018 → Present
    Hamilton, NJ
Previous Registrations
  • 2017-02-01 → 2018-07-12
    Osaic Fs, Inc.
    Radnor, PA
    Fort Wayne, IN
    Concord, NH
    Radnor, PA
  • 2014-09-12 → 2017-02-01
    Osaic Fa, Inc.
    Radnor, PA
    Concord, NH
    Fort Wayne, IN
  • 2011-11-16 → 2014-09-12
    Pennington, NJ
    New York, NY
    Pennington, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-15
  • S66 Uniform Combined State Law Examination
    2011-11-15
Other Names
  • Martin Byrne
  • Martin G. Byrne
  • Marty Byrne
  • Martin Byrne

View on SEC IAPD

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