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Oppenheimer & Co. Inc. CRD 249
$36.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-02 |
| NY | RA | APPROVED | 2024-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Craig Schneider Rental Properties | Waterford | MI | 07/2008 | 12/2022 |
| Cs Silver Labs | Tomball | TX | 09/2010 | 02/2017 |
| J.P. Morgan Securities Llc | Houston | TX | 10/2012 | 11/2024 |
| Beyond The Ears, Llc. | Oxford | MI | 03/2016 | 12/2023 |
| Oppenheimer & Co. Inc. | Birmingham | MI | 12/2024 | Present |
HOLDING COMPANY FOR RENTAL REAL ESTATE PROPERTIES. 0 HOURS PER WEEK IN THIS ACTIVITY AS I AM A PASSIVE MEMBER. BUSINESS ADDRESS: 301 SHADY OAKS ST. LAKE ORION, MI 48362.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-18 |
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