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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 |
| GA | RA | APPROVED | 2006-06-14 |
Branch Locations
85 Broad Street 26Th Flr, New York, NY 10004 • United States
Floral Park, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer& Co. Inc. | New York | NY | 04/2005 | Present |
IOINA UNIVERSITY ALUMNI ASSOCIATION BOARD MEMBER-715 NORTH AVENUE, NEW ROCHELLE, NY 10801-START SATE IS JULY 2023. WE HAVE NOT RECEIVED THE FROMAL SCHEDULE BUT THERE WILL BE 4 BOARD MEETING THAT SHOULD NOT BE DURING WORK HOURS. BOARD AND UNIVERSITY ACTIVITES + EVENTS WOULD BE ON WEEKENDS AND AFTER WORK HOURS. BOARD MEMBERS ARE EXPECTED TO: PARTICIPATE IN 4 BOARD MEETINGS. WE ARE EXPECTED TO ACTIVELY PARTICIPATE IN BOARD COMMITTEE WORK (4 TIMES A YEAR). ATTEND BOARD + UNIVERSITY ACTIVITES + EVENTS ON CAMPUS AS AN ASSICITAION AMBASSADOR. CONTRIBUTE TO THE FINANCIAL WELL BEING OF ION W/IN ONE'S PERSONAL MEANS THROUGH THE ANNUAL FUND, ATHLETICS, TRUSTEE DINNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-14 |
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