Best Investors Account Sign in

Juan Carlos Mireles

Rockefeller Financial LLC

Oklahoma City, OK

Dallas, TX

Claim This Profile
Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-06-11
  • OK RA
    APPROVED
    Since 2026-06-11

Branch Locations

3030 Northwest Expressway Suite 300, Oklahoma City, OK 73112 • United States

300 Crescent Court Suite 1450, Dallas, TX 75201 • 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
Bank Of America Oklahoma City OK 11/2021 12/2021
University Of Oklahoma Norman OK 06/2019 08/2019
Bok Financial Norman OK 01/2022 06/2022
State Farm Oklahoma City OK 07/2022 08/2022
Lululemon Oklahoma City OK 09/2022 01/2023
Shorty Smalls Oklahoma City OK 01/2017 06/2017
Texas Roadhouse Oklahoma City OK 06/2016 10/2016
Best Buy Oklahoma City OK 06/2017 01/2020
J.P. Morgan Securities Llc Oklahoma City OK 12/2019 10/2025
Ups Oklahoma City OK 10/2016 11/2016
Chipotle Oklahoma City OK 11/2016 12/2016
Empower Financial Services, Inc Greenwood Village CO 11/2025 06/2026
Rockefeller Financial Llc Oklahoma City OK 06/2026 Present
  • 11/2021 → 12/2021
    Bank Of America
    Oklahoma City, OK
  • 06/2019 → 08/2019
    University Of Oklahoma
    Norman, OK
  • 01/2022 → 06/2022
    Bok Financial
    Norman, OK
  • 07/2022 → 08/2022
    State Farm
    Oklahoma City, OK
  • 09/2022 → 01/2023
    Lululemon
    Oklahoma City, OK
  • 01/2017 → 06/2017
    Shorty Smalls
    Oklahoma City, OK
  • 06/2016 → 10/2016
    Texas Roadhouse
    Oklahoma City, OK
  • 06/2017 → 01/2020
    Best Buy
    Oklahoma City, OK
  • 12/2019 → 10/2025
    J.P. Morgan Securities Llc
    Oklahoma City, OK
  • 10/2016 → 11/2016
    Ups
    Oklahoma City, OK
  • 11/2016 → 12/2016
    Chipotle
    Oklahoma City, OK
  • 11/2025 → 06/2026
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 06/2026 → Present
    Rockefeller Financial Llc
    Oklahoma City, OK
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-08
S63 Uniform Securities Agent State Law Examination 2023-06-14
  • S66 Uniform Combined State Law Examination
    2026-01-08
  • S63 Uniform Securities Agent State Law Examination
    2023-06-14
Other Names
  • Juan Carlos Mireles
  • Juan Carlos Mireles
  • Juan C Mireles
  • Juan Mireles

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HILLTOP SECURITIES INC.
LPL FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
EQUITABLE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOURPATH CAPITAL MANAGEMENT, LLC
G. DEWAYNE MCANALLY

Other Investors

Matthew Kyle Sanders
Scott Morrison Mullins
Bridgette Nicole Hundon
Peyton j Henry
ROBERT COLLINS RYLAND
DAWN M MASLAR
CARRIE K NICHOLS
Brandy M Webster

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK
UBS FINANCIAL SERVICES INC. · OKLAHOMA CITY, OK
EQUITABLE ADVISORS, LLC · OKLAHOMA CITY, OK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Oklahoma City, OK
UBS FINANCIAL SERVICES INC. · Oklahoma City, OK
LPL FINANCIAL LLC · Oklahoma City, OK

More in Oklahoma City, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor