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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-10-10 |
| DC | RA | APPROVED | 2019-10-08 |
| TX | RA | APPROVED | 2019-09-20 |
Branch Locations
180 Park Ave Suite 203, Florham Park, NJ 07932 • United States
1812 N Moore St, Suite 1700, Arlington, VA 22209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 12/2016 | 09/2019 |
| James Madison University | Harrisonburg | VA | 08/2012 | 12/2016 |
| Rockefeller Financial Llc | Washington Dc | DC | 09/2019 | 10/2023 |
| Rock & Co Llc | Washington Dc | DC | 09/2019 | 10/2023 |
| Rockefeller Financial Llc | Arlington | VA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-09 |
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