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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-08 |
| GA | RA | APPROVED | 2019-02-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 09/2017 | 01/2019 |
| My Benefits, Llc | Atlanta | GA | 10/2013 | 09/2017 |
| Bank Of America, N.A. | Atlanta | GA | 05/2018 | 01/2019 |
| Rockefeller Financial Llc | Atlanta | GA | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-21 |
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