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Current Employers
Oppenheimer & Co. Inc.

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-21
  • MI RA
    APPROVED
    Since 2026-01-21

Branch Locations

385 S. Eton Street, Birmingham, MI 48009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zacks Investment Management Chicago IL 06/2022 12/2025
Bectran Schaumburg IL 11/2021 06/2022
Daxton Hotel Birmingham MI 05/2021 09/2021
Michigan State University East Lansing MI 08/2017 05/2021
Incore Capital Management Birmingham MI 05/2018 08/2018
Brother Rice High School Bloomfield Hills MI 08/2013 05/2017
Oppenheimer & Co. Inc. Birmingham MI 01/2026 Present
  • 06/2022 → 12/2025
    Zacks Investment Management
    Chicago, IL
  • 11/2021 → 06/2022
    Bectran
    Schaumburg, IL
  • 05/2021 → 09/2021
    Daxton Hotel
    Birmingham, MI
  • 08/2017 → 05/2021
    Michigan State University
    East Lansing, MI
  • 05/2018 → 08/2018
    Incore Capital Management
    Birmingham, MI
  • 08/2013 → 05/2017
    Brother Rice High School
    Bloomfield Hills, MI
  • 01/2026 → Present
    Birmingham, MI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-07
S65 Uniform Investment Adviser Law Examination 2023-02-17
  • S63 Uniform Securities Agent State Law Examination
    2025-11-07
  • S65 Uniform Investment Adviser Law Examination
    2023-02-17

View on SEC IAPD

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