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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-17 |
| CA | RA | APPROVED | 2020-02-05 |
Branch Locations
Two Embarcadero Center Suite 2320, San Francisco, CA 94111 • United States
San Francisoc, CA • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-08 |
| CA | RA | APPROVED | 2024-08-07 |
Branch Locations
1850 Mt Diablo Boulevard - Suite 300, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robertson Stephens Advisors, Llc | San Francisco | CA | 01/2013 | 11/2017 |
| Self Employed | San Francisco | CA | 12/2017 | 06/2018 |
| 10X Group | San Francisco | CA | 07/2018 | 11/2018 |
| Addepar | Mountain View | CA | 11/2018 | 02/2019 |
| Rockefeller Financial Llc | San Francisco | CA | 02/2019 | Present |
| Rockefeller Capital Management | Walnut Creek | CA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-23 |
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