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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-30 |
| TX | RA | APPROVED | 2025-01-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Rockefeller Financial Llc | Chicago | IL | 05/2024 | Present |
| Morgan Stanley | Chicago | IL | 05/2023 | 08/2023 |
| University Of Illinois At Urbana-Champaign | Champaign | IL | 08/2020 | 05/2024 |
| Walter Payton College Prep | Chicago | IL | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-26 |
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