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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-05-14 |
Branch Locations
5905 E. Galbraith Road Suite 6200, Cincinnati, OH 45236 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Cincinnati | OH | 12/2006 | Present |
1-LLP-TADDE, INVESTMENTS-SOLE MEMBER. START DATE: OCT 9, 2008. NOT CURRENTLY ACTIVE, NO TIME INVESTED AT THIS TIME. ADDRESS: 2200 VICTORY PKWY, #2008, CINCINNATI, OH 45206. 2-I OWN A PROPERTY AT 548 COVEDALE AVE, CINCINNATI, OH. I PURCHASED IT FOR MY SON, WIFE AND CHILD TO HAVE A HOME. HE (SOMETIMES) PAYS RENT. SO, FOR TAX PURPOSES. IT'S A LOSING INVESTMENT. NO TIME DURING BUSINESS HOUR OR OTHERWISE IS DEVOTED TO IT. 3. I AM NAMED TRUSTEE FOR THE WHEATLEY FAMILY SPECIAL NEEDS TRUST FOR THOMAS WHEATLEY, III. I DO NOT DEVOTE HOURS DURING MY WORKDAY TO THIS ACTIVITY. ONLY VERY RARELY I WAS ASSIGNED THE RESPONSIBILITY FOR THOMAS WHEATLEY IN 2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-11 |
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