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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-12 |
| TX | RA | APPROVED_RES | 2016-03-23 |
| PA | RA | APPROVED | 2016-01-15 |
Branch Locations
One Pitcairn Place 165 Township Line Road, Suite 2300, Jenkintown, PA 19046 • United States
201 King Of Prussia Road Suite 320, Radnor, PA 19087 • United States
Malvern, PA • United States
Cutchogue, NY • 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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Radnor | PA | 11/2012 | Present |
YES, A/O JANUARY 2018 TITLE: TRUSTEE ENTITY: TRUSTEE OF THE PATRICK MCFADDEN EXEMPT TRUST (AKA THE CHARLES MCFADDEN EXEMPT TRUST FBO PATRICK MCFADDEN), AN IRREVOCABLE TRUST USED FOR ESTATE PLAN. RESPONSIBILITIES: TO MANAGE IN A FIDUCIARY CAPACITY ASSETS HELD IN TRUST INCLUDING INVESTMENTS IN SECURITIES. TIME COMMITMENT: 100% OUTSIDE NORMAL BUSINESS HOURS WITH NO ANNUAL TIME COMMITMENT. P.O. BOX 480 PAOLI, PA 19301
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-02 |
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