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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2013-08-13 |
Branch Locations
25550 Chagrin Blvd Ste 310, Beachwood, OH 44122 • United States
1501 Stonecreek Drive Suite 103, Pickerington, OH 43147 • United States
3 disclosure categories 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. Inc. | Pickerington | OH | 08/2013 | Present |
DAVE RAMSEY FINANCIAL PEACE UNIVERSITY CO-COORDINATOR-NON-INVESTMENT RELATED - UNPAID VOLUNTEER-GROVEPORT UNITED METHODIST CHURCH, GROVEPORT, OHIO, 1.5 HOUR PER WEEK FOR 9 WEEKS BEGINNING 9/22/21. - ONE OR TWO TIMES PER YEAR - NOT DURING BUSINESS HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-15 |
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