Best Investors Account Sign in

Callahan Lyons

Oppenheimer & Co. Inc.

Coral Gables, FL

Claim This Profile
Current Employers
Oppenheimer & Co. Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-16
  • FL RA
    APPROVED
    Since 2025-09-16

Branch Locations

2811 Ponce De Leon Boulevard Suite 900, Coral Gables, FL 33134 • 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
OrganizationCityStateFromTo
Sheboygan Lutheran High School Sheboygan WI 08/2014 05/2018
Clemson University Clemson SC 08/2018 08/2023
The Immigrant Room - The American Club, Kohler Co. Kohler WI 06/2023 11/2023
Ampersand, Inc. Pewaukee WI 11/2023 07/2024
Unemployed Kohler WI 07/2024 05/2025
Oppenheimer & Co. Inc. Miami FL 05/2025 Present
  • 08/2014 → 05/2018
    Sheboygan Lutheran High School
    Sheboygan, WI
  • 08/2018 → 08/2023
    Clemson University
    Clemson, SC
  • 06/2023 → 11/2023
    The Immigrant Room - The American Club, Kohler Co.
    Kohler, WI
  • 11/2023 → 07/2024
    Ampersand, Inc.
    Pewaukee, WI
  • 07/2024 → 05/2025
    Unemployed
    Kohler, WI
  • 05/2025 → Present
    Oppenheimer & Co. Inc.
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ACCUMULATOR OPERATIONS LLC
021 INVESTMENTS LLC
VIM WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERANT INVESTMENTS, INC.

Other Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

More in Coral Gables, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor