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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
3060 Peachtree Road, Nw, Suite 110, Atlanta, GA 30305 • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockefeller Capital Management | Atlanta | GA | 06/2024 | Present |
| Rockefeller Financial Llc | Atlanta | GA | 11/2024 | Present |
| Lord Abbett | Jersey City | NJ | 06/2023 | 08/2023 |
| Stetson University | Deland | FL | 08/2020 | 12/2022 |
| Emory University | Saint Simons | GA | 08/2023 | 05/2024 |
| Unemployed | Saint Simons | GA | 01/2023 | 05/2023 |
| Southlake Christian Academy | Lake Norman | NC | 08/2018 | 05/2019 |
| Frederica Academy | Saint Simons | GA | 06/2019 | 07/2020 |
| Frederica Academy | Saint Simons | GA | 08/2014 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-05 |
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