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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 |
| CT | RA | APPROVED | 2005-10-28 |
Branch Locations
263 Tresser Blvd Suite 500, Stamford, CT 06901 • United States
666 3Rd Avenue, New York, NY 10017 • United States
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Stamford | CT | 10/2005 | Present |
CO-TRUSTEE FOR THE YOLA DAVIS LIVING TRUST DTD 3/28/26. MANAGE TRUST ASSETS AND PAY BILLS FOR THE BENEFIT OF YOLA DAVIS. 1 HOUR EPR MONTH/INVESMENT RELATED. ACTIVITY BEGAN 7/7/26.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-07 |
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