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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-16 |
| IL | RA | APPROVED | 2009-04-03 |
Branch Locations
500 West Madison Suite 3800, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Chicago | IL | 01/2009 | Present |
1. I AM THE TRUSTEE FOR THE JFH TRUST DTD 5/30/23. A TRUST FOR MY MINOR SON. THE ACCOUNT IS HELD AT OPPENHEIMER. I SPEND VERY LITTLE TIME ON IT, PERHAPS ONE HOUR PER MONTH. 2. I AM THE TRUSTEE FOR THE SWH TRUST DTD 5/30/23. A TRUST FOR MY MINOR SON. THE ACCOUNT IS HELD AT OPPENHEIMER. I SPEND VERY LITTLE TIME ON IT, PERHAPS ONE HOUR PER MONTH. 3. I AM THE TRUSTEE OF THE HAYES FAMILY TRUST DTD 1/11/23. A REVOCABLE PERSONAL TRUST FOR MY WIFE'S AND MY ASSETS. THE ACCOUNT IS HELD AT OPPENHEIMER. I SPEND VERY LITTLE TIME ON IT, PERHAPS ONE HOUR PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-02 |
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