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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2009-09-28 |
Branch Locations
3200 Cherry Creek South Drive Suite 310, Denver, CO 80209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Denver | CO | 09/2009 | Present |
1.MAJORITY OWNERSHIP WITH SPOUSE-BEAR E. H.LLC.,DENVER, CO.PURCHASE SUMMER HOME IN CANADA. 2.TTEE FOR FATHER IN LAW, MOSES TAYLOR, INV RELATED, DENVER, CO, START: 1988 3.ANDREW C. MARSTERS TRUST, BNY MELLON, BOSTON, MA. INVESTMENT RELATED. 4.MARTHA S. MARSTERS TRUSTS BNY MELLON, BOSTON MA. INVESTMENT RELATED. 5.MANAGING MEMBER OF BEAR, LLC WHICH OWNS SUMMER CABIN IN ONTARIO, CANADA SINCE 2008. 6.I AM ON THE FINANCE COMMITTEE OF ST. ELIZABETH'S SCHOOL, AS I HAVE BEEN SINCE 2007 WHEN I BECAME BOARD CHAIR. I LEFT THE BOARD IN 2022, BUT HAVE STAYED ON THE FINANCE COMMITT, WHICH TAKES AN HOUR OF OR TWO PER MONTH. I AM ON THE DEVELOPMENT COMMITTEE WHICH ALSO TAKE AN HOUR OR LESS PER MONTH. THIS IS NOT AN INVESTMENT RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-07 |
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