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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 | 2014-09-15 |
Branch Locations
711 Louisiana Street 15Th Floor, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co | Houston | TX | 08/2009 | Present |
1.PERSONAL TRUST. SOLE TRUSTEE. INVESTMENTS ONLY. 2.TRUSTEE FOR THE PATRICK J. SCANNELL IRREV. TRUST 1999 3. TRUSTEE FOR THE MAUREEN P. SCANNELL IRREV. TRUST 4. TRUSTEE FOR THE MEAGHAN L. SCANNELL IRREV. TRUST 1999 5. EXECUTOR OF THE ESTATE OF DANIEL F. SCANNELL (SR.) WHO WAS MY FATHER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-10 |
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