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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-08 |
Branch Locations
580 California Street Suite 2300, San Francisco, CA 94104 • United States
2 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 04/2011 | 06/2019 |
| Bank Of America, N.A. | San Francisco | CA | 07/2011 | 06/2019 |
| Morgan Stanley | San Francisco | CA | 06/2019 | 05/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2019 | 05/2022 |
| Oppenheimer & Co. Inc. | San Francisco | CA | 06/2022 | Present |
1. 900-908 21ST STREET, SACRAMENTO, CA 95811 - LANDLORD, RENTAL INCOME 2. 1701-1705 G STREET, SACRAMENTO, CA 95811 - LANDLORD, RENTAL INCOME 3. 3097 FREEPORT BLVD, SACRAMENTO, CA 95818 - LANDLORD, RENTAL INCOME 4. 3099 FREEPORT BLVD, SACRAMENTO, CA 95818 - LANDLORD, RENTAL INCOME 5. 2130 F STREET, SACRAMENTO, CA 95816 - MY DUTIES AS THE OWNER/MANAGER OF THESE PROPERTIES IS TO SIMPLY COLLECT RENTAL PAYMENTS, LEASE THE VACANT UNITS AND RESPOND TO SERVICE REQUESTS BY HIRING THE APPROPRIATE MAINTENANCE PROFESSIONALS. I DEVOTE 2-3 HOURS PER WEEK TO THIS ROLE, AND I DO IT OUTSIDE OF MY BUSINESS HOURS OF OPPENHEIMER & CO. I HAVE NO CLIENTS WHO ARE TENANTS OR INVESTORS IN THE PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-01 |
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