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2875 South Ocean Blvd. Suite 200-26, Palm Beach, FL 33480 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-28 |
| FL | RA | APPROVED | 2023-10-23 |
| NJ | RA | APPROVED | 2019-06-24 |
Branch Locations
2875 South Ocean Blvd. Suite 200-26, Palm Beach, FL 33480 • United States
Florham Park, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co Inc | Florham Park | NJ | 01/2018 | 05/2019 |
| Oppenheimer & Co Inc | New York | NY | 03/2001 | 01/2018 |
| Private Client Services | Palm Beach | FL | 05/2019 | 12/2025 |
| Hudson Value Partners, Llc | Palm Beach | FL | 05/2019 | Present |
1) HVP Opportunities Fund, LP / HVP Opportunities Fund Management LLC, investment related, 2875 South Ocean Blvd, Suite 200-26, Palm Beach, FL 33480, HVP Opportunities Fund Management LLC is the general partner to HVP Opportunities Fund, LP, which is managed by Hudson Value Partners, LLC (a registered investment adviser), the general partner LLC's duty is to hire a fund manager, in this case Hudson Value Partners, LLC and manage the fund operations, the fund pays Hudson Value Partners, LLC a management fee, like any other of our client accounts, hours per month: 3, hours per month during trading hours: 0, start date 07/15/2021. 2) Independent Insurance Agent; not investment-related; started 05/2019; approximately 1 hour per month, all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-02 |
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