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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-19 |
| PA | RA | APPROVED | 2023-07-28 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
Berwyn, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Radnor | PA | 06/2017 | 07/2023 |
| Wells Fargo Clearing Services | Radnor | PA | 10/2021 | 07/2023 |
| Wescott Financial Advisory Firm | Philadelphia | PA | 01/2016 | 06/2017 |
| Rockefeller Capital Management | Conshohocken | PA | 07/2023 | 03/2025 |
| Rockfeller Financial Llc | Conshohocken | PA | 07/2023 | 10/2025 |
| Rockefeller Financial Llc | Berwyn | PA | 11/2025 | Present |
PA LAW LICENSE, NOT INV RELATED, STATE OF PENNSYLVANIA, START 1/1/2015, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. LADDER 15, NOT INVT, RELATED, PHILADELPHIA, PA, BARTENDER, START DATE 5/1/2011, 16 HRS PER MONTH, 0 HRS PER MONTH, BARTENDING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
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