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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-07 |
| TX | RA | APPROVED_RES | 2017-05-17 |
| NJ | RA | APPROVED | 2006-11-02 |
Branch Locations
666 3Rd Avenue, New York, NY 10017 • United States
Bayside, NY • 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. | New York | NY | 01/2002 | Present |
1.JOSO REALTY STILLWATER. THIS IS A PASSIVE REAL ESTATE INVESTMENT OWNED 100% BY MY PARENT AND I AM LISTED AS A MANAGER. I PUT LESS THAN 10 HOURS A YEAR RELATING TO THIS ENTITY. 2.TRUSTEE OF JULIANNA FINE TRUST-1860 CORPORAL KENNEDY ST. BAYSIDE, NY 11360. 2 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-26 |
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