Oliver J Kupe

Current Employers

Employment History

• 01/2013 → 11/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 01/2013 → 11/2017
  Bank Of America, N.A.
  Chicago, IL
• 11/2017 → 12/2018
  Fort Point Capital Partners Llc
  Chicago, IL
• 10/2018 → 12/2020
  Annie & Oliver, Llc
  Chicago, IL
• 11/2020 → Present
  Aurelien Capital Partners Llc
  Chicago, IL
• 01/2022 → Present
  Red Oak Capital Investments
  Oak Brook, IL

Previous Registrations

• 2018-11-05 → 2020-12-31
  A&O Advisors
  Chicago, IL
• 2017-11-03 → 2018-12-31
  Fort Point Capital Partners Llc
  Chicago, IL
  San Francisco, CA
• 2013-01-28 → 2017-11-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Other Businesses

INDEPENDENT INSURANCE AGENT; 2 hour a month; Advisory Board Member of 548 Capital's Solar Chicago Fund; offers non-binding advice on how to move forward 548 Capital's mission to prioritize and create solutions to the housing, environmental and economic issues facing inner cities in America; 1 hour a month; Aurelien Capital Management, LLC, private investments; 1522 N. North Park Avenue Chicago, Illinois 60610; Managing Partner: 11/2021; 80 hrs a month during securities trading hours; Oliver is responsible for due dilligence of sponsors for firms and clients and the creation of investment vehicles to invest. Red Oak Capital Investments Broker Dealer Registered Representative Since 01/2022

Exams

• S66 Uniform Combined State Law Examination
  2012-12-17

Other Names

• Joachim O Kupe
• Oliver Joachim Kupe
• Joachim Oliver Kupe