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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-29 |
| WA | RA | APPROVED | 2007-11-13 |
Branch Locations
500 108Th Avenue Ne Suite 2100, Bellevue, WA 98004 • United States
Kirkland, WA • 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. | Bellevue | WA | 04/2003 | Present |
1. DARRYL LYNCH, EXECUTIVE DIRECTOR-INVESTMENTS WITH OPPENHEIMER & CO. INC., IS APPOINTED SUCCESSOR REGISTERED REPRESENTATIVE OF THE ENGLAND KALAMA TAKAI TRUST, BENJAMIN D. MILLER CPG, SUCCESSOR TRUSTEE. THE SUCCESSOR REPRESENTATIVE IS HEREBY GRANTED INVESTMENT AUTHORITY UNDER THE PROVISIONS OF RCW 11.100 AND SHALL BE RESPONSIBLE FOR MANAGING AND PROCESSING ALL PURCHASES AND SALES OF SECURITIES FOR THE TRUST, IN COMPLIANCE AND ACCORDANCE WITH ALL FEDERAL, STATE AND LOCAL LAWS, RULES, AND REGULATIONS CONCERNING BROKERS RESPONSIBILITIES THERE TO CONSISTENT WITH THE TERMS OF THE TRUST AND AS FURTHER SUBJECT TO THE POWERS AND RESTRICTIONS SET FORTH IN RCW 11.100. DARRYL ANTICIPATES THAT HE WILL SPEND 30 MINUTES A MONTH IN REVIEW AND CONSULTATION WITH THE TRUSTEE. THE ACCOUNT WILL BE HELD AT OPPENHEIMER. 2. I AM TRUSTEE OF MY FAMILY TRUST - DARRYL AND MARY LYNCH FAMILY TRUST
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-31 |
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