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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2013-02-11 |
Branch Locations
1801 K Street Nw Suite 750, Washington, DC 20006 • 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. | Washington | DC | 01/2013 | Present |
1. ROTARY INTERNATIONAL REPRESENTATIVE TO THE WORLD BANK 100% CHARITABLE ACTIVITY 2. MEMBER OF THE FIANANCE BOARD AT COSMOS CLUB IN WASHINGTON, DC. THIS IS AN UNPAID POSITION AND WE MEET ONCE A MONTH. THERE ARE NO INVESTMENT RECOMMENDATIONS AT THE FINANCE BOARD. 3. PERSONAL TRUST SET UP FOR ESTATE PLANNING PURPOSES. I AM THE SETTLER, AND BENEFICIARY OF THIS TRUST. 4. COSMOS CLUB-2121 MASSACHUSETTS AVE, WASHINGTON, DC,DC-MEMBER AUDIT COMMITTEE 2-3 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-16 |
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