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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2026-03-20 |
Branch Locations
45 Ottawa Ave Sw, Suite 700, Grand Rapids, MI 49503 • United States
222 West Adams Suite 2450, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 01/2023 | 01/2024 |
| Michigan State University | East Lansing | MI | 08/2020 | 05/2024 |
| Forest Hills Eastern High School | Ada | MI | 08/2012 | 06/2020 |
| Rockefeller Financial Llc | Grand Rapids | MI | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-19 |
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