Alan Lovetere

Rockefeller Financial LLC

Los Angeles, CA

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Current Employers

Rockefeller Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-18
CA	RA	APPROVED	2026-03-16

TX RA
APPROVED

Since 2026-03-18
CA RA
APPROVED

Since 2026-03-16

Branch Locations

1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067 • 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

Organization	City	State	From	To
Whittier Trust Co	South Pasadena	CA	06/2022	08/2022
United States Marine Corps	Camp Pendleton	CA	07/2013	07/2018
Ubs Financial Services Inc	Los Angeles	CA	01/2024	01/2026
Mt San Antonio College	Hacienda Heights	CA	07/2018	06/2020
University Of Southern California	Los Angeles	CA	08/2020	06/2022
University Of Southern California	Los Angeles	CA	08/2022	05/2023
Unemployed	Hacienda Heights	CA	05/2023	01/2024
Rockefeller Financial Llc	Los Angeles	CA	01/2026	Present

06/2022 → 08/2022

Whittier Trust Co

South Pasadena, CA
07/2013 → 07/2018

United States Marine Corps

Camp Pendleton, CA
01/2024 → 01/2026

Ubs Financial Services Inc

Los Angeles, CA
07/2018 → 06/2020

Mt San Antonio College

Hacienda Heights, CA
08/2020 → 06/2022

University Of Southern California

Los Angeles, CA
08/2022 → 05/2023

University Of Southern California

Los Angeles, CA
05/2023 → 01/2024

Unemployed

Hacienda Heights, CA
01/2026 → Present

Rockefeller Financial Llc

Los Angeles, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-16

S66 Uniform Combined State Law Examination

2026-03-16

Other Names

Alan S Lovetere

View on SEC IAPD

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