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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-12-16 |
| TX | RA | APPROVED_RES | 2010-02-19 |
Branch Locations
385 S. Eton Street, Birmingham, MI 48009 • United States
Saginaw, MI • 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 | Birmingham | MI | 01/2010 | Present |
1.GEDDES FARM, HELPING WITH WIFE'S FAMILY BUSINESS. APPROXIMATELY 20 HOURS PER MONTH SOMETIMES DURING TRADING HOURS. 2.THE REFERRAL EXCHANGE, A NETWORKING GROUP OF OTHER PROFESSIONALS OF VARIOUS DISCILPINES. A MEMBER SINCE SEPTEMBER 23,2021. MOST INTERACTION WITH OTHER MEMBERS OCCURS VIRTUALLY. APPROXIMATELY 1.5 HOURS PER WEEK BEFORE SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-03 |
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