This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

OPPENHEIMER & CO. INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Oct 15, 2019

First registration

Oct 15, 2019

Dual registered

yes, broker-dealer

Other names

Joe McAllister|Joseph McAllister

IAPD individual key

7044509

• Occurred

  Sep 25, 2024
  Advisor changed firm

  Joseph Patrick Mcallister left Sterling Wealth Management, Inc. for Oppenheimer & Co. Inc. (registered 2024-10-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f33cc284-e7e1-dc01-8103-7a8dd6462f4b

First observed

Oct 15, 2019

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.