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Current Employers
Oppenheimer & Co. Inc.

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-01
  • NC RA
    APPROVED
    Since 2026-07-01

Branch Locations

380 Knollwood Street Suite 300, Winston-Salem, NC 27103 • United States

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Nc Chapel Hill NC 06/2015 05/2018
Truist Bank Atlanta GA 10/2021 01/2022
Truist Investment Services, Inc Atlanta GA 01/2022 06/2026
La Lakers/South Bay Lakers El Segundo CA 05/2018 10/2020
Beskitas Basketball Istanbul 11/2020 06/2021
Professional Basketball Charlotte NC 10/2019 05/2020
Unemployed Charlotte NC 05/2020 10/2020
Unemployed Charlotte NC 06/2021 10/2021
Oppenheimer & Co. Inc. Winston Salem NC 07/2026 Present
  • 06/2015 → 05/2018
    University Of Nc
    Chapel Hill, NC
  • 10/2021 → 01/2022
    Truist Bank
    Atlanta, GA
  • 01/2022 → 06/2026
    Truist Investment Services, Inc
    Atlanta, GA
  • 05/2018 → 10/2020
    La Lakers/South Bay Lakers
    El Segundo, CA
  • 11/2020 → 06/2021
    Beskitas Basketball
    Istanbul
  • 10/2019 → 05/2020
    Professional Basketball
    Charlotte, NC
  • 05/2020 → 10/2020
    Unemployed
    Charlotte, NC
  • 06/2021 → 10/2021
    Unemployed
    Charlotte, NC
  • 07/2026 → Present
    Winston Salem, NC
Previous Registrations
Other Businesses

ESPN/ACC NETWORK POSITION: Basketball Analyst NATURE: EESPN/ACC Network provides coverage for college basketball INVESTMENT RELATED: No NUMBER OF HOURS: 27 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2021 ADDRESS: , Bristol CT , United States DESCRIPTION: I am a Basketball Analyst that covers and analyzes college basketball. (OPCO PENDING REVIEW)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
  • S66 Uniform Combined State Law Examination
    2024-08-02
Other Names
  • Joel Berry
  • Joel D Berry

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