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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-24 |
| MA | RA | APPROVED | 2006-02-03 |
Branch Locations
255 State Street 5Th Floor, Boston, MA 02109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co., Inc. | Boston | MA | 01/1994 | Present |
| Fahnestock & Co. Inc. | New York | NY | 01/2003 | Present |
I AM TRUSTEE FOR THE BEYLOUNE FAMILY INVESTMENT TRUST. PURPOSE FOR INVESTMENT. SPEND APPROXIMATELY 1 HOUR A MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-27 |
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