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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-01-13 |
| OH | RA | APPROVED | 2007-09-21 |
Branch Locations
385 S. Eton Street, Birmingham, MI 48009 • United States
Sterling Heights, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Bloomfield Hills | MI | 03/2005 | Present |
1.DONALD W. WARD AND MARY E. WARD REV. TRUST - ADDRESS IS MY PERSONAL RESIDENCE. 2.THERE ARE SECURITIES IN MY PERSONAL TRUST ACCOUNT WHICH IS HELD AT OPPENHEIMER. THE ACCOUNT WAS OPENED 6/1/17 AND FUNDED AT THAT TIME. I AM A CO-TRUSTEE AND SPEND APPROXIMATELY 1-2 HOURS A MONTH AS CO-TRUSTEE. 3.PRESIDENT OF SILVERBROOK CONDOMINIUM ASSOCIATION, STERLING HEIGHTS, MICHIGAN. DOMESTIC, NON-PROFIT ORGANIZATION. I WILL OVERSEE ASSOCIATION ACTIVITY, DEVOTING APPROXIMATELY 20 HOURS PER CALENDAT YEAR. THIS ENTITY IS NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-27 |
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