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Amanda Johnson Davis

Rockefeller Financial LLC

Charlotte, NC

Atlanta, GA

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Current Employers
Rockefeller Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-20
NC RA APPROVED 2026-04-17
  • TX RA
    APPROVED
    Since 2026-04-20
  • NC RA
    APPROVED
    Since 2026-04-17

Branch Locations

5605 Carnegie Blvd., Suite 220, Charlotte, NC 28209 • United States

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
Rockefeller Financial Llc Charlotte NC 04/2024 Present
Bank Of America Private Bank Charlotte NC 07/2022 04/2024
Hawthorne Management Company Charlotte NC 07/2015 06/2022
  • 04/2024 → Present
    Rockefeller Financial Llc
    Charlotte, NC
  • 07/2022 → 04/2024
    Bank Of America Private Bank
    Charlotte, NC
  • 07/2015 → 06/2022
    Hawthorne Management Company
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-17
  • S66 Uniform Combined State Law Examination
    2026-04-17
Other Names
  • Amanda Allison Johnson
  • Amanda Davis

View on SEC IAPD

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