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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-19 |
Branch Locations
255 State Street 5Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Boston | MA | 09/2020 | 10/2024 |
| Laconia Country Club | Laconia | NH | 05/2020 | 08/2020 |
| Boston Partners | Boston | MA | 05/2019 | 08/2019 |
| Boston University | Boston | MA | 09/2016 | 05/2020 |
| Bank Of New Hampshire | Laconia | NH | 05/2018 | 08/2018 |
| Monkey Trunks | Laconia | NH | 09/2014 | 08/2017 |
| Morgan Stanley | Boston | MA | 10/2024 | 12/2025 |
| Oppenheimer & Co., Inc. | Boston | MA | 12/2025 | Present |
1-Granite State Elite Lacrosse; Investment related-No; Milford, New Hampshire; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 0; After business hours: 8; Lacrosse Coach 2-EASTERN MASSACHUSETTS WOMEN'S LACROSSE UMPIRING ASSOCIATION. NON-INVESTMENT RELATED. 45 BANA RD., WELLESLEY,MA 02482. LACROSSE OFFICIAL. STARTS DATE: 3/21/26. 6 HOURS/WEEK; NOT DURING SECURITIES TRADING HOURS. MARCH-MAY ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-19 |
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