Best Investors Account Sign in
Current Employers
Jefferies Investment Advisers Llc

520 Madison Avenue, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-06-26
  • NY RA
    APPROVED
    Since 2025-06-26

Branch Locations

520 Madison Avenue, New York, NY 10022 • 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
Jefferies Llc New York NY 11/2024 Present
Virginia Polytechnic Institute And State University Blacksburg VA 08/2016 05/2020
Wake Forest University Winston-Salem NC 07/2020 05/2021
Capco New York NY 06/2023 11/2024
Ernst & Young Hoboken NJ 03/2022 06/2023
Rsm Mclean VA 07/2021 03/2022
Lowe's Gainsville FL 02/2021 03/2021
  • 11/2024 → Present
    Jefferies Llc
    New York, NY
  • 08/2016 → 05/2020
    Virginia Polytechnic Institute And State University
    Blacksburg, VA
  • 07/2020 → 05/2021
    Wake Forest University
    Winston-Salem, NC
  • 06/2023 → 11/2024
    Capco
    New York, NY
  • 03/2022 → 06/2023
    Ernst & Young
    Hoboken, NJ
  • 07/2021 → 03/2022
    Rsm
    Mclean, VA
  • 02/2021 → 03/2021
    Lowe's
    Gainsville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-18
S63 Uniform Securities Agent State Law Examination 2023-10-11
  • S65 Uniform Investment Adviser Law Examination
    2023-12-18
  • S63 Uniform Securities Agent State Law Examination
    2023-10-11
Other Names
  • Dillon Obrien

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor