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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-04 |
| TX | RA | APPROVED | 2025-08-19 |
| NY | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
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