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Reading the graph
Advisor at ROCKEFELLER CAPITAL MANAGEMENT
Florham Park, NJ | Bethesda, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | Bd affiliated wealth | Jun 3, 2026 | n/a | yes | Bethesda, MD | Current employment |
| ROCKEFELLER CAPITAL MANAGEMENT | Bd affiliated wealth | Apr 29, 2022 | n/a | yes | Florham Park, NJ|Bethesda, MD | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 10, 2014 | May 3, 2022 | no | BETHESDA, MD|Washington, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ROCKEFELLER CAPITAL MANAGEMENT | May 3, 2022 | Apr 29, 2022 | -4 | Firm change | Wirehouse to ibd |