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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2006-06-22 |
Branch Locations
5905 E. Galbraith Road Suite 6200, Cincinnati, OH 45236 • United States
Morrow, OH • United States
2 disclosure categories 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. | Cinncinnati | OH | 01/2006 | Present |
1. OHIO VALLEY REGION,PORSCHE CLUB OF AMERICA,VALLEY-TOUR CHAIRPERSON. ORGANIZE RALLYS & TOURS FOR CLUB MEMBERS. ALWAYS ON WEEKENDS. RARELY WORK WEEK ACTIVITY,ZERO COMP, 6-8 HRS A MONTH,NOT BUSINESS RELATED OR INVESTMENT ADVICE,JULY OF 2016 TOOK IN JOB PCA NATIONAL L/Q,P/O BOX 6400 COLUMBIA, MD 21045 2. PRESIDENT - OHIO VALLEY REGION/PORSCHE CLUB OF AMERICA - NO INVESTMENT RELATIONSHIP - NO HANDLING OF CLUB MONEY. DUTIES: RUN BOARD MEETING, BOOST MEMBERSHIP, ATTEND AND SETUP SOCIAL EVENTS - SHAKE A LOT HANDS - HOURS: 2-3 HOURS A WEEK- START 1/1/21
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-09 |
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