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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2012-01-24 |
Branch Locations
1801 K Street Nw Suite 750, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Washington | DC | 12/2011 | Present |
1. TRUSTEE FOR HANNAH BURKE TWOMEY TRUST SINCE 12/20/02. 2. TRUSTEE FOR OLIVIA TWOMEY TRUST SINCE 10/11/2001. 3. THIS IS A TRUST FOR MY SON THAT I AM A TRUSTEE FOR. I RECEIVE NO COMPENSATION FOR MANAGING THE TRUST. 4. TRUSTEE OF MY FATHER'S MARITAL TRUST. I RECEIVE NO COMPENSATION AND SPEND 0 HOURS PER WEEK WORKING AS TRUSTEE. 5. I AM ONE OF THE TRUSTEES FOR MY DECEASED FATHER'S ESTATE. THIS ACCOUNT IS HIS TRUST ACCOUNT. 6. JASON L. TWOMEY TRUST DTD 11/1/25. I AM THE TRUSTEE OF MY TRUST. THIS TRUST ACCOUNT MAKES INVESTMENTS THAT I MANAGE. THERE IS A LIMITED AMOUNT OF TIME DEDICATED TO THE INVESTMENTS MADE, AS THEY ARE ALL LONG TERM IN NATURE. LESS THAN ONE HOUR A WEEK IS SPENT MANAGING THIS ACCOUNT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-18 |
| S65 | Uniform Investment Adviser Law Examination | 2006-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-27 |
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