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Advisor at ROCKEFELLER CAPITAL MANAGEMENT
Bethesda, MD | Florham Park, NJ
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 | May 13, 2026 | n/a | yes | Florham Park, NJ|Bethesda, MD | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Dec 15, 2023 | Apr 3, 2026 | no | BOSTON, MA|Washington, DC|WHITE PLAINS, NY|Rockville, MD | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Sep 22, 2021 | Nov 15, 2023 | no | COVINGTON, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | ROCKEFELLER CAPITAL MANAGEMENT | Apr 3, 2026 | May 13, 2026 | 40 | Firm change | Wirehouse to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | J.P. MORGAN SECURITIES LLC | Nov 15, 2023 | Dec 15, 2023 | 30 | Firm change | Ibd to wirehouse |