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2875 South Ocean Blvd. Suite 200-26, Palm Beach, FL 33480 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-08-03 |
Branch Locations
2875 South Ocean Blvd. Suite 200-26, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Florham Park | NJ | 01/2010 | 07/2020 |
| Hudson Value Partners | Park City | UT | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-12 |
| S65 | Uniform Investment Adviser Law Examination | 1992-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-16 |
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