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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-28 |
Branch Locations
2445 Kuser Road, Suite 302 Zone B, Hamilton, NJ 08690 • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 01/2018 | 07/2026 |
| Red Light Management | New York | NY | 10/2012 | 01/2018 |
| Rockefeller Financial Llc | Hamilton | NJ | 07/2026 | Present |
| Rockefeller Trust N.A. | Hamilton | NJ | 07/2026 | Present |
I*2034295, Entity Type, Name of OBA: Genesis Educational Service Address: Jamesburg, NJ 08831 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 11/01/2024 No Hours: 8 No Hours during trading: 0 Duties: I am being asked to provide consulting services for my family's business. My father recently passed away and there is a need for assistance for some general business related items with company. I will be working on a consulting basis with Genesis to be engaged to handling matters related to corporates strategy and employment/staffing/operations for day to day business matters. This is would be outside business hours and primarily during weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
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