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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-06-02 |
Branch Locations
4221 West Boy Scout Blvd. Ste 750, Tampa, FL 33607 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| H&R Block Financial Advisors, Inc. | Tampa | FL | 07/2005 | Present |
| Oppenheimer & Co. Inc. | Tamps | FL | 05/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-09 |
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