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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-25 |
| TX | RA | APPROVED | 2022-02-25 |
Branch Locations
3721 Valley Centre Drive, San Diego, CA 92130 • United States
1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Barbara | CA | 07/2018 | 03/2019 |
| Srs Wealth Management Group | Baton Rouge | LA | 01/2017 | 01/2018 |
| Jcn Financial & Tax Advisory Group | Baton Rouge | LA | 04/2016 | 12/2016 |
| California Lutheran University Mba | Thousand Oaks | CA | 03/2017 | 07/2018 |
| Bank Of America, N.A. | Santa Barbara | CA | 08/2018 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | La Jolla | CA | 02/2020 | 02/2022 |
| Unemployed | Santa Barbara | CA | 03/2019 | 02/2020 |
| Bank Of America, N.A. | La Jolla | CA | 04/2020 | 02/2022 |
| Rockefeller Financial Llc | La Jolla | CA | 02/2022 | 01/2023 |
| Rockefeller Financial Llc | San Diego | CA | 01/2023 | Present |
Veronica Campanella, non-investment related; La Jolla, CA; DJ music for events; Sole Proprietor; Start date - 8/20/2022; Number of hours devoted -12; 0 hours during trading hours; I am hired to DJ music for events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-19 |
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