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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED | 2021-04-16 |
Branch Locations
260 E Brown Street Suite 300, Birmingham, MI 48009 • United States
222 West Adams Suite 2450, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 12/2017 | 04/2021 |
| K Pal Inc | Bloomfield Hills | MI | 02/2013 | 12/2017 |
| Bank Of America, N.A. | Bloomfield Hills | MI | 02/2018 | 04/2021 |
| Rockefeller Financial Llc | Bloomfields Hills | MI | 04/2021 | 12/2023 |
| Rockefeller Financial Llc | Birmingham | MI | 01/2024 | Present |
For profit or not for profit: For-Profit Organization Name of outside business organization: Pali Corp Investment related: NON Address of business: Blomfield hills, Michigan 48302 Nature of business: S-Corp, Position, title, association: Part-Time, Start date of relationship: 2/15/2011 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: This is my husbands company who is in Medical Sales. I do his book keeping and tax preparation I*111787 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HILL HOLLOW PARTNERSHIP INVESTMENT RELATED: N ADDRESS OF BUSINESS: BLOOMFIELD HILLS, MICHIGAN 48302 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 10/4/2015 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY THAT I DO TAX PREPARATION FOR YEARLY I*126594 For profit or not for profit: Non-Profit Organization Name of outside business organization: Childrens Leukemia Foundation of Michigan Investment related: N Address of business: Farmington Hills, Michigan 48331 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 12/31/2019 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I will be joining the board of the Children's Leukemia Foundation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-23 |
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