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William C Reed

Rockefeller Financial LLC

Dallas, TX

Florham Park, NJ

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-10
  • TX RA
    APPROVED
    Since 2025-12-10

Branch Locations

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

180 Park Ave Suite 203, Florham Park, NJ 07932 • 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 Purchase NY 06/2023 11/2023
One Network Enterprises Dallas TX 08/2021 05/2023
Power Home Remodelling Dallas TX 06/2021 08/2021
Southern Methodist University Dallas TX 08/2017 05/2021
Thales Llc New York NY 06/2018 08/2018
St. Luke's School New Canaan CT 08/2009 05/2017
Rockefeller Financial Llc New Canaan CT 11/2023 11/2023
Rockefeller Financial Llc Bethesda MD 11/2023 10/2025
Rockefeller Financial Llc Dallas TX 11/2025 Present
  • 06/2023 → 11/2023
    Morgan Stanley
    Purchase, NY
  • 08/2021 → 05/2023
    One Network Enterprises
    Dallas, TX
  • 06/2021 → 08/2021
    Power Home Remodelling
    Dallas, TX
  • 08/2017 → 05/2021
    Southern Methodist University
    Dallas, TX
  • 06/2018 → 08/2018
    Thales Llc
    New York, NY
  • 08/2009 → 05/2017
    St. Luke's School
    New Canaan, CT
  • 11/2023 → 11/2023
    Rockefeller Financial Llc
    New Canaan, CT
  • 11/2023 → 10/2025
    Rockefeller Financial Llc
    Bethesda, MD
  • 11/2025 → Present
    Rockefeller Financial Llc
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-26
S63 Uniform Securities Agent State Law Examination 2023-07-28
  • S65 Uniform Investment Adviser Law Examination
    2024-01-26
  • S63 Uniform Securities Agent State Law Examination
    2023-07-28
Other Names
  • Will Reed
  • William C Reed

View on SEC IAPD

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