Carlos Jacob Cruz is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2022-07-26 | present | Yes |
| RIVERPOINT WEALTH MANAGEMENT | 2021-01-26 | 2022-06-01 | — |