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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-01 |
Branch Locations
Phipps Tower-3438 Peachtree Rd Ne Suite 950, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Orvis Company | Manchester, Vt | VT | 03/2002 | 03/2026 |
| Unemployed | Atlanta | GA | 03/2026 | 06/2026 |
| Oppenheimer & Co. Inc. | Atlanta | GA | 06/2026 | Present |
Owner of single-family rental property. Home address: 1857 Greystone Rd NW, Atlanta, GA 30318. Start Date: 6/2020. Number of hours/months devoted to business: 2 hours. Number of hours devoted to business during security trading hours: 0. (PENDING OPCO REVIEW)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-20 |
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