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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-11-17 |
| MT | RA | APPROVED | 2016-01-20 |
| TX | RA | APPROVED | 2005-05-18 |
Branch Locations
711 Louisiana Street 15Th Floor, Houston, TX 77002 • United States
Kalispell, MT • United States
Scottsdale, AZ • 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 |
|---|---|---|---|---|
| Oppenheimer & Co, Inc | New York | NY | 01/2003 | Present |
1.HARRIS INTEREST LLC - 650 STEAMER DR. ESTES PARK, CO 80517. OIL & GAS EXPLORATION. START DATE: SEPT. 2022. NO INVOLVEMENT IS DAILY ACTIVITY OF BUSINESS. 2.THE STONEY AND KIMBERLEY BURKE TRUST DTD 4/1/22, DAVID R BURKE AND KIMBERLEY J BURKE TRUSTEES-PERSONAL TRUST
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-19 |
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