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Patrick Mcallister Touhey

Rockefeller Financial LLC

Chicago, IL

Saratoga Springs, NY

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-06
TX RA APPROVED_RES 2021-09-01
MA RA APPROVED 2021-01-04
  • NY RA
    APPROVED
    Since 2024-08-06
  • TX RA
    APPROVED_RES
    Since 2021-09-01
  • MA RA
    APPROVED
    Since 2021-01-04

Branch Locations

222 West Adams Suite 2450, Chicago, IL 60606 • United States

321 Broadway, Saratoga Springs, NY 12866 • 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
The Ayco Company, L.P./Mercer Allied Boston MA 06/2017 11/2020
Bentley University Waltham MA 09/2013 05/2017
Rockefeller & Co Boston MA 11/2020 07/2024
Rockefeller Financial Llc Saratoga Springs NY 08/2024 Present
  • 06/2017 → 11/2020
    The Ayco Company, L.P./Mercer Allied
    Boston, MA
  • 09/2013 → 05/2017
    Bentley University
    Waltham, MA
  • 11/2020 → 07/2024
    Rockefeller & Co
    Boston, MA
  • 08/2024 → Present
    Rockefeller Financial Llc
    Saratoga Springs, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-30
  • S66 Uniform Combined State Law Examination
    2018-04-30

View on SEC IAPD

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