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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-05-07 |
Branch Locations
255 State Street 5Th Floor, Boston, MA 02109 • United States
Brookline, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fahnestock & Co. Inc. | New York | NY | 01/2003 | Present |
1. I AM THE TRUSTEE FOR MY PERSONAL TRUST THE BURT B. FREEDMAN REVOCABLE TRUST DATED 9/20/12, AS AMENDED. I SPEND PERHAPS 15 MINUTES A WEEK ON IT. I MAKE INVESTMENT DECISIONS. 2. LINAS HAZADEK BETH ISRAEL CEMETARY CORP. -CEMETARY ORGANIZATION THE CEMETARY LOCATED IN EVERETT MASS. MAILING ADDRESS: 117 HOMER ST. NEWTOWN CENTRE, MA 02459. ROLE: VICE PRESIDENT. NON INVESTMENT RELATED ACTIVITIES. ORGANIZATION IS A NON-PROFIT RELIGIOUS IS TAX EXEMPT. 1-3 HOURS PER MONTH. NO COMPENSATION, START DATE - 2/8/25. OVERSEE PROPRTY ASSIST IN BANKING (DEPOSITS, CHECKS, ETC.)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-12 |
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