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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-04-26 |
Branch Locations
580 California Street Suite 2300, San Francisco, CA 94104 • United States
Tiburon, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc | San Francisco | CA | 02/2011 | Present |
I AM THE SOLE SURVIVING TRUSTEE OF THE SHELDON FREISINGER & MYRA FREISINGER TRUST. THE ASSETS INCLUDE A MANAGED ACCOUNT AT OPPENHEIMER & CO. INC. PLUS A CORRESPONDING CHECKING ACCOUNT, AS WELL AS MY PERSONAL RESIDENCE & PERSONAL EFFECTS/HOUSEHOLD ITEMS/ART.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-22 |
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