Motaz Ashri

Current Employers

Oppenheimer & Co. Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-22

FL RA
APPROVED

Since 2026-06-22

Branch Locations

Miami, FL • United States

2811 Ponce De Leon Boulevard Suite 900, Coral Gables, FL 33134 • United States

Disclosures

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.

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

Employment History

Organization	City	State	From	To
Oppenheimer & Co. Inc.	Coral Gables	FL	06/2026	Present
Morgan Stanley Smith Barney Llc	Miami	FL	01/2025	03/2025
Bny Wealth	Miami	FL	06/2022	01/2025
Cloudaccess.NEt	Traverse City	MI	07/2011	06/2017
Nightlife District Llc	Traverse City	MI	02/2014	09/2024
Morgan Stanley Private Bank, N.A	New York	NY	01/2025	03/2026

06/2026 → Present

Oppenheimer & Co. Inc.

Coral Gables, FL
01/2025 → 03/2025

Morgan Stanley Smith Barney Llc

Miami, FL
06/2022 → 01/2025

Bny Wealth

Miami, FL
07/2011 → 06/2017

Cloudaccess.NEt

Traverse City, MI
02/2014 → 09/2024

Nightlife District Llc

Traverse City, MI
01/2025 → 03/2026

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2025-03-10 → 2026-04-08

Morgan Stanley

Miami, FL

Other Businesses

Nightlife District LLC Not investment-related 3639 Silver Farms Ln, Traverse City, MI 49684 Entertainment Owner Managing Member Feb 2014 10 hrs 0 hrs Overseeing relationships with venues (sound engineering, venue design) (OPCO PENDING REVIEW)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-18

S66 Uniform Combined State Law Examination

2024-12-18

View on SEC IAPD