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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-19 |
| NJ | RA | APPROVED | 2024-04-19 |
Branch Locations
200 Park Avenue Suite 150, Florham Park, NJ 07932 • United States
3200 Cherry Creek South Drive Suite 310, Denver, CO 80209 • United States
Lakewood, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Imaging Network | New York | NY | 01/2013 | 12/2023 |
| Marwood Group Research | New York | NY | 09/2012 | 12/2023 |
| Marwood Group | New York | NY | 09/2012 | 12/2023 |
| Nimble Health | New York | NY | 11/2021 | 12/2023 |
| Oppenheimer & Co. Inc. | Denver | CO | 03/2024 | Present |
Own and rent out the following properties: 1) (16, 36, 48, 50, 51) 350 East La Bonte Street, Dillon, CO; 2) 110 Now Colorado Court, Breckenridge, CO; and 3) 8500 Ryan Gulch Road, I-204, Silverthorne CO. Not investment-related. Under 2 hours/month. 0 hours during securities trading hours. (OPCO PENDING REVIEW) 1.BOARD OF DIRECTORS OF SUMMIT YACHT CLUB. I OWN 6 UNITS WITH MY TWO BROTHERS. 1 HOUR PER WEEK, NOTHING TO DO W/ SECURITIES. TITLE: MEMBER DUTIES: SET HOA POLICIES & RULES, COMMUNICATION, CONFLICT RESOLUTION, MEETINGS. 2.NIMBLE: RECEIPT OF TRAILERS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-14 |
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