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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2008-01-03 |
Branch Locations
255 State Street 5Th Floor, Boston, MA 02109 • United States
Beverly, MA • United States
1 disclosure category 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. | Boston | MA | 11/2007 | Present |
1.TRUST ACCOUNTS FOR ANNABELLA, ELIZA & LUCAS TWOMEY 2. CO-TRUSTEE LEE J TWOMEY MARITAL TRUST, 0 HRS PER WEEK/MONTH START DATE 7/27/2022 ADDRESS; 850 BEACH RD, UNIT 379, VERO BEACH, FL 32962, SERVING AS SUCCESSOR CO-TRUSTEE ON MOTHER'S TESTAMENTARY TRUST 3. WINCHESTER SAVINGS BANK-661 MAIN STREET, WINCHESTER, MA 01890. CORPORATOR: RESPONSIBLE FOR ELECTING BANK'S TRUSTEES, ATTEDNING ANNUAL MEETINGS AND ANY OTHER SPECIAL MEETINGS. START DATE: APRIL 2024. HOURS DEVOTED: 1 MEETING/YEAR MINIMUM 4. CO-TRUSTEE OF THE LEE J. TWOMEY REVOCABLE TRUST DTD 9/16/2019 5. CO-TRUSTEE ON A TRUST ACCOUNT (LEE) INVESTED IN A MONEY MARKET FUND AND HELD AT OPPENHEIMER & CO. INC. ZERO HOURS/WEEK SPENT ON THIS. 6. CO-TRUSTEE ON A TRUST ACCOUNT (FAMILY 1996) INVESTED IN A MONEY MARKET FUND AND HELD AT OPPENHEIMER & CO. INC. ZERO HOURS/WEEK SPENT ON THIS. 7. TRUSTEE FOR PERSONAL TRUST-INVESTMENT RELATED-HELD AT BOSTON OFFICE. 0 HOURS/WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-23 |
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