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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 |
| NJ | RA | APPROVED | 2005-11-28 |
| PA | RA | APPROVED | 2005-07-29 |
Branch Locations
One Pitcairn Place 165 Township Line Road, Suite 2300, Jenkintown, PA 19046 • United States
Fort Washington, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Jenkintown | PA | 04/1994 | Present |
1. PBE IS A NON INVESTMENT NETWORKING GROUP. METT 1-1/2 HRS EVERY TWO WEEKS AND EXCHANGE BUSINESS LEADS. 2. I AM A PASSIVE INVESTOR AND LIMITED PARTNER IN A SMALL COMMERCIAL REAL ESTATE PROPERTY, 304 MARKET ST., LP. 3. I AM A PASSIVE INVESTOR IN A COMMERCIAL REAL ESTATE PROPERTY, ONE HOLTEC DRIVE GROUP LLC LOCATED AT 1 HOLTEC DR., MARLTON, NJ 08053. I HAVE NO CONTROL WHATSOEVER NOR DO I SPEND ANY TIME MANAGING THIS INVESTMENT. 4.1000 VOORHEES DR. GROUP B LLC- LANDLORD/RENTAL REAL ESTATE-951 ROUTE 73 NORTH, SUITE D, MARLTON, NJ 08053-LIMITED PARTNER-START 4/1/18-0 HOURS/MONTH-NO OPERATIONAL DUTIES 5.MEMBER OF PHILADELPHIA BUSINESS EXECUTIVES PROFESSIONAL NETWORKING GROUP THAT MEETS AT MEMBER OFFICES IN THE PHILADELPHIA AREA EVERY 3 TO 4 WEEKS.THE GROUP COMPROMISES MEMBERS FROM DIFFERENT INDUSTRIES EACH EXCLUSIVE TO A SPECIFIC SECTOR AND IS NOT INVESTMENT-RELATED.MEETINGS LAST 1.5 HOURS AND MY SOLE RESPONSIBILTY IS TO ATTEND THESE MEETINGS. I HOLD NO OFFICIAL TITLE AND DO NOT ENGAGE IN ANY ACTIVITIES OUTSIDE OF THE SCHEDULED MEETINGS. 6.I AM A LIMITED PARTNER IN 8000 SAGEMORE B, LLC, A COMMERCIAL OFFICE BUILDING. START DATE 3/1/25. THIS IS A PASSIVE INVESTMENT AND I SPEND ZERO HOURS PER WEEK MANAGING THE ACTIVITY. THE BUSINESS IS LOCATED AT: 8000 SAGEMORE DR. MARLTON, NJ 08053
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-10 |
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