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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-10-07 |
Branch Locations
580 California Street Suite 2300, San Francisco, CA 94104 • United States
Walnut Creek, CA • 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. | San Francisco | CA | 09/2005 | Present |
TRUSTEE OF MY PERSONAL LIVING TRUST. 0-1 HR PER YEAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-18 |
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