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Robert Gene Heisterberg

Rockefeller Financial LLC

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
GA RA APPROVED 2025-12-22
TX RA APPROVED_RES 2025-12-11
  • GA RA
    APPROVED
    Since 2025-12-22
  • TX RA
    APPROVED_RES
    Since 2025-12-11

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
Stifel Nicolaus & Co Inc Atlanta GA 02/2015 10/2020
Ameriprise Financial Services, Llc Atlanta GA 10/2020 12/2025
Rockefeller Financial Llc Atlanta GA 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-21
S63 Uniform Securities Agent State Law Examination 1989-09-22
  • S66 Uniform Combined State Law Examination
    2005-01-21
  • S63 Uniform Securities Agent State Law Examination
    1989-09-22
Other Names
  • Bob Heisterberg
  • Robert Gene Heisterberg
  • Robert Gene Heisterberg Jr.
  • Bob Heisterberg

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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