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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-19 |
| TX | RA | APPROVED | 2025-12-19 |
Branch Locations
3721 Valley Centre Drive, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bodega Taco Bar | Darien | CT | 05/2018 | 10/2020 |
| Tigerfish Bar And Restaurant | New Shoreham | RI | 05/2021 | 08/2021 |
| Baja Beach Cafe | San Diego | CA | 02/2022 | 05/2022 |
| Tigerfish Bar And Restaurant | New Shoreham | RI | 05/2022 | 08/2022 |
| Ubs Financial Services | San Deigo | CA | 06/2023 | 08/2023 |
| Darien High School | Darien | CT | 08/2016 | 06/2020 |
| University Of San Diego | San Diego | CA | 08/2021 | 05/2025 |
| Extended Travel | Quito | 10/2020 | 05/2021 | |
| Blanco Tacos And Tequila | San Diego | CA | 02/2023 | 08/2023 |
| Ubs Financial Services | San Diego | CA | 02/2024 | 12/2025 |
| Rockefeller Financial Llc | San Diego | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-11 |
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