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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-13 |
| PA | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
300 First Stamford Place Suite 230, Stamford, CT 06902 • United States
45 Rockefeller Plaza, New York, NY 10111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carnegie Investment Counsel | Philadelphia | PA | 06/2023 | 12/2023 |
| Syracuse University | Syracuse | NY | 08/2019 | 05/2023 |
| Gilmour Academy | Gates Mills | OH | 08/2015 | 07/2019 |
| Carnegie Investment Counsel | Pepper Pike | OH | 12/2023 | 05/2025 |
| Rockefeller Financial Llc | Stamford | CT | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
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