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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 | 2023-04-19 |
| FL | RA | APPROVED | 2016-03-03 |
| MA | RA | APPROVED | 2006-07-03 |
Branch Locations
6700 Daniels Parkway Ste 1, Fort Myers, FL 33912 • United States
Naples, FL • United States
3 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 | Boston | MA | 03/2006 | Present |
ACTING AS TRUSTEE FOR MY NIECE AND NEPHEW'S TRUST ACCOUNTS (MINOR CHILDREN EVA AND HENRY GAUSTER). NO SIGNIFICANT TIME WILL BE SPENT ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-13 |
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