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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 | 2017-07-05 |
| NJ | RA | APPROVED | 2015-12-10 |
| CA | RA | APPROVED | 2015-10-20 |
Branch Locations
666 3Rd Avenue, New York, NY 10017 • United States
Mount Holly, NJ • 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 | New York | NY | 04/2015 | Present |
1.CITADEL PROPERTY MANAGEMENT, NON-INVESTMENT RELATED, 1-2 HOURS A MONTH 2.TOWNSHIP OF MOUNT HOLLY - 23 WASHINGTON ST. MT. HOLLY, NJ 08060 URBAN ECONOMIC ZONE (UEZ) AND POTENTIALLY TOWN COUNCIL. 1 HOUR A MONTHM HELO TOWN MANAGE ITS AFFAIRS AND CONTRIBUTE TO MY COMMUNITY 3.I AM 100% OWN OF ARBOR 33. IT HOLDS REAL ESTATE. P.O. BOX HELD IN MOUNT HOLLY, NJ. I SPEND 2 HOURS A MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-09 |
| S65 | Uniform Investment Adviser Law Examination | 2012-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-03 |
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