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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-22 |
| NY | RA | APPROVED | 2021-04-07 |
| NJ | RA | APPROVED | 2013-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co Inc | New York | NY | 03/2013 | Present |
SERVING AS CO-TRUSTEE FOR THE MATTHEW SIGEL 2026 GST IRREV TRUST AND THE JONATHN SIGEL 2026 GST IRREV TRUST, STARTING 7/7/2026 DURING NON-BUSINESS HOURS AND NOT RECEIVING COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-02 |
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