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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-06 |
Branch Locations
180 Park Ave Suite 203, Florham Park, NJ 07932 • United States
1812 N Moore St, Suite 1700, Arlington, VA 22209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 07/2013 | 10/2025 |
| Rockefeller Financial Llc | Arlington | VA | 11/2025 | Present |
I*: 2892270 Entity Type: Fiduciary role Name of OBA: E. G R. Address: Arlington, VA 22203 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/01/2018 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/ parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-19 |
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