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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-04-17
TX RA APPROVED 2026-04-17
  • OK RA
    APPROVED
    Since 2026-04-17
  • TX RA
    APPROVED
    Since 2026-04-17

Branch Locations

300 Crescent Court Suite 1450, Dallas, TX 75201 • United States

3030 Northwest Expressway Suite 300, Oklahoma City, OK 73112 • 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
Morgan Stanley Oklahoma City OK 01/2018 04/2026
Bank Of Oklahoma Oklahoma City OK 06/2016 01/2018
Rockefeller Financial Llc Oklahoma City OK 04/2026 Present
Previous Registrations
Other Businesses

Bad Neighbors; Investment related No; Vocalist (proprietor, partner, officer, director, employee, trustee, agent); Dec 2018; 10 hours per month and 0 hours during trading hours; vocalist in an entertainment band

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-19
  • S66 Uniform Combined State Law Examination
    2021-02-19
Other Names
  • Ehrynn Summer Pack
  • Ehrynn Summer Flowers

View on SEC IAPD

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