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Advisor at OXLER PRIVATE WEALTH
RYE BROOK, NY | NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| OXLER PRIVATE WEALTH | Independent wealth | May 30, 2021 | n/a | yes | RYE BROOK, NY|NEW YORK, NY | Current employment |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Jan 21, 2016 | Aug 24, 2020 | no | NEW YORK, NY|NEW YORK, NY|NEW YORK, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Jul 7, 2009 | Jan 4, 2016 | no | New York, NY|New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | OXLER PRIVATE WEALTH | Aug 24, 2020 | May 30, 2021 | 279 | Firm change | Ibd to RIA |
| MORGAN STANLEY | OPPENHEIMER & CO. INC. | Jan 4, 2016 | Jan 21, 2016 | 17 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 249:309684:NY:2020-08-24 | Aug 24, 2020 | May 30, 2021 | NEW YORK, NY | Firm change |