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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
202 Bluffton Road, 3Rd Floor, Bluffton, SC 29910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2022 | 03/2023 |
| Camden High School | Camden | SC | 08/2014 | 05/2018 |
| Clemson University | Clemson | SC | 08/2018 | 05/2022 |
| Citigroup | San Antonio | TX | 03/2023 | 08/2026 |
| Rockefeller Financial Llc | Bluffton | SC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-12 |
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