Sherry Lynn Buhrle

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Oppenheimer & Co. Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2006-05-24

TX RA
APPROVED

Since 2006-05-24

Branch Locations

Research Forest Lakeside Building 4 2445 Technology Forest Boulevard - Suite 510, The Woodlands, TX 77381 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Oppenheimer & Co. Inc.	Houston	TX	03/2006	Present

03/2006 → Present

Oppenheimer & Co. Inc.

Houston, TX

Previous Registrations

2000-08-14 → 2005-07-12

Ubs Financial Services Inc.

Houston, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-18
S63	Uniform Securities Agent State Law Examination	1991-07-19

S66 Uniform Combined State Law Examination

2022-08-18
S63 Uniform Securities Agent State Law Examination

1991-07-19

Other Names

Sherry Lynn Atkinson
Sherry Lynn Atkison-Buhrle
Sherry L Atkinson Buhrle

View on SEC IAPD

Employer firm

Current Employers

Oppenheimer & Co. Inc.

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Nearby Firms

Nearby Investors

Nearby Offices

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