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Taylor Reed

Oppenheimer & Co. Inc.

San Francisco, CA

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Current Employers
Oppenheimer & Co. Inc.

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-19
  • CA RA
    APPROVED
    Since 2024-04-19

Branch Locations

580 California Street Suite 2300, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Atlas Capital Advisors Llc San Francisco CA 02/2016 04/2024
New York Life Insurance Co San Francisco CA 12/2022 11/2023
Nylife Securities Llc San Francisco CA 02/2023 11/2023
Oppenheimer & Co. Inc. San Francisco CA 04/2024 Present
  • 02/2016 → 04/2024
    Atlas Capital Advisors Llc
    San Francisco, CA
  • 12/2022 → 11/2023
    New York Life Insurance Co
    San Francisco, CA
  • 02/2023 → 11/2023
    Nylife Securities Llc
    San Francisco, CA
  • 04/2024 → Present
    Oppenheimer & Co. Inc.
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-08
S63 Uniform Securities Agent State Law Examination 2023-03-17
  • S65 Uniform Investment Adviser Law Examination
    2024-04-08
  • S63 Uniform Securities Agent State Law Examination
    2023-03-17
Other Names
  • Taylor Nelson Reed

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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