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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-04 |
| NY | RA | APPROVED | 2021-04-07 |
| MA | RA | APPROVED | 2007-05-21 |
Branch Locations
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
One Harbour Place Suite 325, Portsmouth, NH 03801 • United States
255 State Street 5Th Floor, Boston, MA 02109 • 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. | Boston | MA | 05/2007 | Present |
I AM THE TRUSTEE TO THE LORRAINE O. CROVO TESTAMENTARY TRUST. THE ROLE IS TO FACILITATE THE SETTLING OF MY FATHER'S ESTATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1979-10-02 |
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