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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-09-04 |
| LA | RA | APPROVED | 2016-04-08 |
| TX | RA | APPROVED | 2016-04-08 |
| IL | RA | APPROVED | 2005-11-11 |
Branch Locations
500 West Madison Suite 3800, Chicago, IL 60661 • United States
Gulf Shores, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Chicago | IL | 11/2005 | Present |
1. OWNER OF YOU HEAL YOU A COMPANY FORMED TO PROMOTE MY UPCOMING BOOK AND ANY RELATED EVENTS. SPEND 8 HOURS A WEEK ON MY TIME BUT EXPECT TO INCREASE AS PUBLICATION DATE GETS CLOSER. WEBSITE ADDRESS CHANGED. 2. I AM CO-OWNER OF TWO SISTERS PROPERTIES, LLC. THE SOLE ASSET IS A CONDOMINIUM IN GULF SHORES, AL. THIS BEGAN JULY 2018 AND THE TIME DEVOTED WILL BE LESS THEN 5 HOURS PER MONTH. 3. FEBRUARY 2022, I BECAME THE CREATOR/OWNER OF A BLOG/WEBSITE: "CASA MIRACLES", WWW.CASAMIRACLES.COM, WHERE I WILL BE SHARING STORIES AS I RECEIVE THEM FROM THE CASA DE DOM INACIO, ABADIANIA, BRAZIL. THIS IS A NON-INVESTMENT RELATED AND I WILL SPEND APPROXIMATELY TWO HOURS PER MONTH DURING NON-MARKET HOURS. 4. MARCH 2022, I BECAME THE SOLE OWNER/MANAGER FOR EMBRACE THE POWER OF YOU, LLC (FORMERLY KNOWN AS YOU, THE POWER OF YOU, LLC). THIS IS NON-INVESTMENT RELATED. THE PURPOSE OF THE LLC IS TO PROMOTE AND RECEIVE PREOCEEDS FROM MY BOOK, YOU HEAL YOU.I WILL SPEND APPROXIMATELY 1 HOUR PER MONTH DURING NON-MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-12 |
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