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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-02 |
| MI | RA | APPROVED | 2020-07-01 |
Branch Locations
1400 Abbott Road Suite 430, East Lansing, MI 48823 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | East Lansing | MI | 05/2020 | Present |
| Michigan State University | East Lansing | MI | 07/2017 | 05/2020 |
| Delta Dental Plan Of Michigan | Okemos | MI | 04/1989 | 06/2017 |
| Unemployed | East Lansing | MI | 06/2017 | 07/2017 |
1. LANSING CITYZENS - NOT INVESTMENT RELATED - 1004 CLEO ST. LANSING, MI 48915 - PRIVATE CLUB, FANS OF MANCHESTER CITY SOCCER TEAM - TREASURER - 7/1/2020 START DATE - 1 HOUR PER MONTH - 0 HOURS DURING TRADING HOURS - DUTIES: KEEPING TRACK OF CLUB FUNDS 2. FRANKE IRREVOCABLE GIFT TRUST, IS INVESTMENT RELATED. RESIDENTIAL ADDRESS IS USED FOR TRUST. TRUSTEE DUTIES FOR A SMALL FAMILY TRUST. I AM THE TRUSTEE. STARTED ON 9/5/2002. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS - DUTIES: SELECTING INVESTMENTS, TRANSFERRING FUNDS, FILING TAXES. 3.I AM THE TRUSTEE OF THE "CHARLES H FRANKE LIVING TRUST". THIS POSITION STARTED ON 2/1/25, THE DATE MY FATHER PASSED AWAY. THE TRUST IS HELD AT MY RESIDENCE. I WILL BE MANAGING THE INVESTMENTS OF THE TRUST, WHICH WILL CONSUME 1 HOUR PER MONTH OF MY TIME DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-30 |
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