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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED | 2026-05-15 |
Branch Locations
4851 Tamiami Trail North Suite 200, Naples, FL 34103 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Naples | FL | 08/2024 | 05/2026 |
| Jeffrey Bogan: Allstate Insurance | Naples | FL | 03/2024 | 07/2024 |
| Morgan Stanley | Naples | FL | 01/2023 | 05/2023 |
| Premier Dental | Naples | FL | 06/2018 | 08/2018 |
| Groove Culture Music School | Naples | FL | 08/2018 | 06/2020 |
| Unemployed | Naples | FL | 05/2023 | 02/2024 |
| Naples High School | Naples | FL | 08/2016 | 05/2020 |
| University Of South Florida | Naples | FL | 08/2020 | 05/2023 |
| Rockefeller Financial Llc | Naples | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-15 |
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