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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-24 |
| VA | RA | APPROVED | 2023-07-31 |
| NY | RA | APPROVED | 2023-04-18 |
| DC | RA | APPROVED | 2022-10-21 |
Branch Locations
1801 K Street Nw Suite 750, Washington, DC 20006 • United States
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Clarksburg, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Baltimore | MD | 08/2015 | 03/2019 |
| Wells Fargo Clearing Services Llc | Bethesda | MD | 01/2020 | 08/2022 |
| Oppenheimer & Co. Inc | Washington | DC | 09/2022 | Present |
| Unemployed | Clarksburg | MD | 03/2019 | 01/2020 |
I AM CURRENTLY A NAMED TRUSTEE ON THE HAROLD AND MARY HUNTER REV TRUST ALON WITH MY MOTHER MARY HUNTER. MY FATHER, HAROLD, PASSED AWAY IN NOVEMBER. I AM NAMED AS CO-TRUSTEE TO ASSIST WITH PAYING BILLS AND OTHER NON-INVESTMENT TYPE OF DECISIONS. THE TRUST HOLDS AN INVESTMENT ACCOUNT HOWEVER I DO NOT MAKE OR PARTICIPATE IN ANY OF THE DECISIONS. I DEVOTE LESS THAN ONE HOR PER MONTH ON TRUSTEE DUTIES AND ZERO HOURS ARE CONDUCTED DURING FIRM BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-07 |
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