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Katherine Julia Latypov

Rockefeller Financial LLC

Los Angeles, CA

Palo Alto, CA

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Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-01
CA RA APPROVED 2026-04-29
  • TX RA
    APPROVED_RES
    Since 2026-05-01
  • CA RA
    APPROVED
    Since 2026-04-29

Branch Locations

1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • United States

845 Page Mill Road, Floor 2, Palo Alto, CA 94304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. San Francisco CA 01/2018 04/2026
Youland Alameda CA 10/2017 11/2017
Texas A&M University College Station TX 08/2015 08/2017
Unemployed Conroe TX 08/2017 10/2017
Unemployed Berkeley CA 11/2017 01/2018
Rockefeller Financial Llc Palo Alto CA 04/2026 Present
  • 01/2018 → 04/2026
    Ubs Financial Services Inc.
    San Francisco, CA
  • 10/2017 → 11/2017
    Youland
    Alameda, CA
  • 08/2015 → 08/2017
    Texas A&M University
    College Station, TX
  • 08/2017 → 10/2017
    Unemployed
    Conroe, TX
  • 11/2017 → 01/2018
    Unemployed
    Berkeley, CA
  • 04/2026 → Present
    Rockefeller Financial Llc
    Palo Alto, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-04
  • S66 Uniform Combined State Law Examination
    2019-12-04
Other Names
  • Katie Latypov

View on SEC IAPD

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