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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-22 |
Branch Locations
2 Jericho Plaza Suite 113, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc | Jericho | NY | 07/2016 | Present |
I AM THE TREASURER OF MY NETWORKING GROUP. I PAY FOR WEEKLY BREAKFAST WITH CHECKS FROM CLUB'S BANK ACCOUNT. THE ROLE DOES NOT INCLUDE ANY INVESTMENT ADVISE WHAT-SO-EVER. FUNDS REMAIN IN CASH IN CHECKING ACCOUNT AT ALL TIMES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-09 |
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