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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-17 |
| FL | RA | APPROVED | 2017-04-03 |
| OH | RA | APPROVED | 2009-04-24 |
Branch Locations
25550 Chagrin Blvd Ste 310, Beachwood, OH 44122 • United States
Orange Village, OH • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co | Beachwood | OH | 01/2009 | Present |
1. FAMILY INVESTMENT COMPANY SHAREHOLDER OF MDA FINANCIAL INC., UNIVERSITY HOSPITALS. 11100 EUCLID AVE, CLEVELAND, OH 44106. 3/26/85 START DATE. 5 HOURS/MONTH OUTSIDE OF WORK. NON INVESTMENT RELATED. 2. GREATER CLEVELAND FOOD BANK, Community Engagement and Philanthropy Committee. NON-INVESTMENT RELATED 15500 SOUTH WATERLOO RD., CLEVELAND, OH 44110, 4/2018 START DATE, 1HR/MONTH AFTER HOURS -RESPONSIBILITIES INCLUDE PROVIDING DIRECTION AND GUIDANCE FOR COMMUNITY RELATIONS, GOALS, ADVISORY AND EVENTS 3. PORSCHE CLUB OF AMERICA-NON-INVESTMENT RELATED, CAR CLUB DEDICATED TO ENHANCING THE PORSCHE OWNERSHIP EXPERIENCE, PCA MEMBER SINCE 1995 AND PCA NATIONAL APPROVED HIGH PERFORMANCE DRIVER EDUCATION INSTRUCTOR, MAILING ADDRESS: PCA NATIONAL HEADQUARTERS, P.O. BOX 6400 COLUMBIA, MD 21045 PHYSICAL ADDRESS: 9689 GERWIG LANE, UNIT 4C/D COLUMBIA, MD 21046, APPROXIMATELY 0HRS/MONTH INSTRUCT, INSPIRE AND MOTIVATE DRIVERS IN A SAFE AND CONTROLLED CLOSED-COURSE ENVIRONMENT HELPING DRIVERS IMPROVE THEIR DRIVING ABILITIES AND ACQUIRE A BETTER UNDERSTANDING OF VEHICLE DYNAMICS AND DRIVING SAFETY. 4. MANAGING MEMBER OF ADAMRJ, LLC, A FAMILY INVESTMENT ENTITY. 5. CLEVELAND RACQUET CLUB MEMBER OF FINANCE COMMITTEE, NON-INVESTMENT RELATED. 29825 CHAGRIN BLVD, PEPPER PIKE, OH 44124. FAMILY ORIENTED PERMIER RACQUET, FITNESS + SOCIAL CLUB IN NORTHEAST OHIO. LESS THAN 1 HR./MONTH. HELPS ADVISE CLUB BOARD + MANAGEMENT ON INTERNAL BUDGETING + FINANCIALS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-23 |
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