Stephanie Ann Zysk

Current Employers

Oppenheimer & Co. Inc.

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-09-07
PA	RA	APPROVED	2023-09-07

NY RA
APPROVED

Since 2023-09-07
PA RA
APPROVED

Since 2023-09-07

Branch Locations

2700 Kelly Road Suite 120, Warrington, PA 18976 • United States

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Conshohocken	PA	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Conshohocken	PA	11/2016	09/2023
Oppenheimer & Co, Inc.	Doylestown	PA	09/2023	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Conshohocken, PA
11/2016 → 09/2023

Wells Fargo Clearing Services, Llc

Conshohocken, PA
09/2023 → Present

Oppenheimer & Co, Inc.

Doylestown, PA

Previous Registrations

2008-03-12 → 2023-09-20

Wells Fargo Clearing Services, Llc

Conshohocken, PA

Doylestown, PA

Jenkintown, PA

Philadelphia, PA
2007-04-02 → 2008-03-13

Morgan Stanley & Co. Llc

Blue Bell, PA
2005-10-28 → 2007-04-02

Morgan Stanley Dw Inc.

Blue Bell, PA

Blue Bell, PA
2005-07-21 → 2005-09-26

Ameriprise Financial Services, Llc

W. Conshohocken, PA

Other Businesses

ESTATE OF ROBERT E. YOST. CO-ADMINISTRATOR, START DATE: NOV. 5, 2024. ADDRESS: MONTGOMERY COUNTY, PA. APPROX. HOURS/MONTH: 8. DURING TRADING HOURS: NONE. DUTIES: SETTLE FATHERS ESTATE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-07-19

S66 Uniform Combined State Law Examination

2005-07-19

Other Names

Stephanie Ann Yost

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