ROSARY WHITLOCK is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2025-06-27 | present | Yes |
| ROCKEFELLER CAPITAL MANAGEMENT | 2025-06-27 | 2025-11-06 | — |
| UBS FINANCIAL SERVICES INC. | 2013-02-28 | 2025-07-25 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2013-03-11 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2007-07-19 | 2009-06-01 | — |