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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-31 |
| NY | RA | APPROVED | 2025-10-31 |
Branch Locations
85 Broad Street 25Th Floor,26Th Floor, New York, NY 10004 • United States
Brooklyn, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner, & Smith Incorporated | New York | NY | 05/2014 | 05/2019 |
| Bofa Securities, Inc. | New York | NY | 05/2019 | 09/2019 |
| Oppenheimer & Co. Inc. | New York | NY | 12/2019 | 07/2020 |
| Oppenheimer & Co. Inc. | New York | NY | 08/2021 | 08/2025 |
| Unemployed | New York | NY | 07/2020 | 08/2021 |
| Unemployed | Cumming | GA | 08/2025 | 10/2025 |
| Oppenheimer & Co. Inc. | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-12-28 |
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