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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-02 |
| NY | RA | APPROVED | 2024-08-02 |
Branch Locations
85 Broad Street 25Th Floor,26Th Floor, New York, NY 10004 • United States
135 Main Street Suite 1700, San Francisco, CA 94105 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | San Francisco | CA | 09/2009 | 03/2018 |
| Guggenheim Partners | San Francisco | CA | 03/2018 | 05/2022 |
| Oppenheimer & Co. | San Francisco | CA | 05/2022 | Present |
MY MOTHER,BROTHER AND I SHARE OWNERSHIP OF A FOURPLEX RENTAL. MY SHARE OF THE BUSINESS IS 10%. I DO NOT HAVE ANY OPERATIONAL AUTHORITY OR RESPONSIBILITES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-26 |
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