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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 | 2013-10-04 |
Branch Locations
Vero Beach, FL • United States
11780 U.S. Highway 1 Suite N101, North Palm Beach, FL 33408 • United States
2 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. | North Palm Beach | FL | 08/2013 | Present |
I AM THE TRUSTEE OF MY LATE AUNT'S IRREVOCABLE LIVING TRUST. THIS TRUST IS BEING LIQUIDATED AND SHOULD BE PAID OUT IN FULL BY APRIL 2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-08 |
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