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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-01 |
Branch Locations
1900 Broadway Street Suite 660, San Antonio, TX 78215 • United States
300 Crescent Court Suite 1450, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Antonio | TX | 02/1988 | 04/2021 |
| Rockefeller Financial Llc | San Antonio | TX | 04/2021 | Present |
Jeflon Property, LLC / 2434 Brockton ST San Antonio,Texas 78217 / Other/ Other Created to purchase a building to lease for husband's company, Computer Rescue / A Limited Liability Company inactive, for a building purchase only / Other / Managing Member / None / Start Date 08/16/2016/ Limited Liability Company /
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-05 |
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