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119 W 57Th Street Suite 1515, New York, NY 10019-2303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-17 |
Branch Locations
119 W 57Th Street Suite 1515, New York, NY 10019-2303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer + Close, Llc | New York | NY | 06/2021 | Present |
| Tag Financial Institutions Group | New York | NY | 01/2021 | 08/2021 |
| St. Lawrence University | Canton | NY | 08/2017 | 05/2021 |
| Edina High School | Edina | MN | 09/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-10 |
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