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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-11 |
| CT | RA | APPROVED | 2022-04-25 |
| IL | RA | APPROVED | 2022-04-25 |
| NY | RA | APPROVED | 2022-04-25 |
| TX | RA | APPROVED | 2022-04-25 |
Branch Locations
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | New York | NY | 05/2015 | Present |
| Fieldpoint Private Securities, Llc | New York | NY | 08/2018 | Present |
9/2023 - Westchester Ballet Company; President of the Board - Resource Development Committee; one hour per day during non-trading hours; non-investment related; volunteer - no compensation. 11/2025 - Ballet Support Foundation - Advisory Committee; supports dancers and young talents by producing innovative ballet projects and offering them career development opportunities; 4 hours per month not during trading hours; not investment related; no compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-29 |
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