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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-04
TX RA APPROVED 2025-08-19
NY RA APPROVED 2025-07-24
  • PA RA
    APPROVED
    Since 2026-08-04
  • TX RA
    APPROVED
    Since 2025-08-19
  • NY RA
    APPROVED
    Since 2025-07-24

Branch Locations

180 Park Ave Suite 203, Florham Park, NJ 07932 • United States

4 Caufield Place Suite 101, Newtown, PA 18940 • 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
Rockefeller Financial Llc Ny NY 09/2024 07/2026
Merril Lynch Yardley PA 06/2023 08/2023
Council Rock North High School Newtown PA 01/2014 08/2020
University Of Richmond Richmond VA 09/2020 05/2023
University Of Richmond Richmond VA 09/2023 05/2024
Unemployed Newtown PA 06/2024 08/2024
Rockefeller Financial Llc Newtown PA 08/2026 Present
  • 09/2024 → 07/2026
    Ny, NY
  • 06/2023 → 08/2023
    Merril Lynch
    Yardley, PA
  • 01/2014 → 08/2020
    Council Rock North High School
    Newtown, PA
  • 09/2020 → 05/2023
    University Of Richmond
    Richmond, VA
  • 09/2023 → 05/2024
    University Of Richmond
    Richmond, VA
  • 06/2024 → 08/2024
    Unemployed
    Newtown, PA
  • 08/2026 → Present
    Newtown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-24
  • S66 Uniform Combined State Law Examination
    2025-07-24
Other Names
  • Alex Dimedio

View on SEC IAPD

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