DFX Intelligence
Advisors
Advisors registered through Oppenheimer & Co. Inc.About this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
1,156 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Wayne Zhong Chartered Financial Analyst · dual registrant | Oppenheimer & Co. Inc. BD affiliated | San Francisco, Ca | Sep 13, 2022 | 22 y | 2 | 1 |
| Xingdi Zhou Certified Financial Planner · dual registrant | Oppenheimer & Co. Inc. BD affiliated | Seattle, Wa | Oct 3, 2024 | 10 y | 1 | 1 |
| Aaron M Zirker dual registrant | Oppenheimer & Co. Inc. BD affiliated | New York, Ny | Dec 9, 2024 | 12 y | 0 | 1 |
| F•••• M•••••• Z••• dual registrant | O••••••••• • C•• I••• BD affiliated | Dallas, Tx | Aug 17, 2005 | 43 y | 0 | 1 |
| T•••••• J• Z•••• dual registrant | O••••••••• • C•• I••• BD affiliated | Coral Gables, Fl | Jun 26, 2023 | 27 y | 1 | 1 |
| S•••••••• A•• Z••• dual registrant | O••••••••• • C•• I••• BD affiliated | Warrington, Pa | Sep 7, 2023 | 21 y | 4 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 24 of 24Previous