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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-05
TX RA APPROVED 2026-03-04
  • GA RA
    APPROVED
    Since 2026-03-05
  • TX RA
    APPROVED
    Since 2026-03-04

Branch Locations

3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • 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
Dimensional Advisors Fund Austin TX 03/2024 02/2026
Moptop Hair Southlake TX 05/2020 12/2021
Samford University Birmingham AL 08/2020 12/2023
X4 Fitness Mountain Brook Mountain Brook AL 07/2022 10/2023
Student Southlake TX 07/2007 04/2020
Rockefeller Financial Llc Atlanta GA 03/2026 Present
  • 03/2024 → 02/2026
    Dimensional Advisors Fund
    Austin, TX
  • 05/2020 → 12/2021
    Moptop Hair
    Southlake, TX
  • 08/2020 → 12/2023
    Samford University
    Birmingham, AL
  • 07/2022 → 10/2023
    X4 Fitness Mountain Brook
    Mountain Brook, AL
  • 07/2007 → 04/2020
    Student
    Southlake, TX
  • 03/2026 → Present
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-23
  • S66 Uniform Combined State Law Examination
    2024-05-23

View on SEC IAPD

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