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SR

Steven Rodriguez

TRADEMAS
New York, NY 10005
Some features on this profile are disabled
CRD#: 1667762
SR

Professional summary


Steven Rodriguez is a registered financial professional currently at TRADEMAS INC. located in New York, New York.

Steven is registered as a RR (Registered Representative) and started their career in finance in 2003. Steven has worked at 5 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Steven Rodriguez's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 27, 2019 - Present

TRADEMAS INC.

Office #1: Nyse Trading Floor 11 Wall Street, New York, NY 10005Office #2: Nyse 11 Wall Street, New York, NY 10005
BD
CRD#: 130030
New York, NY
Past

March 27, 2014 - July 15, 2019

DE PAOLA TRADING, INC.

BD
CRD#: 143625
NEW YORK, NY
Past

July 13, 2006 - February 3, 2014

ON POINT EXECUTIONS, LLC

BD
CRD#: 132390
NEW YORK, NY
Past

November 5, 2004 - July 18, 2006

LIQUIDPOINT, LLC

BD
CRD#: 47658
CHICAGO, IL
Past

September 25, 2003 - October 29, 2004

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


SRO Registrations
RR
NYSE American LLC

Current Firm


TI
TRADEMAS INC.
BOWERS SECURITIES INC. | TRADEMAS INC. | JOHN MATTHEW BOWERS | JOHN M. BOWERS, SOLE PROPRIETOR | JMB, SOLE PROPRIETOR

CRD#: 130030 / SEC#: , 8-66292

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
Nyse Trading Floor 11 Wall Street, New York, NY 10005
Mailing Address
Accounting & Compliance International 77 Water Street, Suite 1604, New York, NY 10005
Phone number
(212) 668-8700
Established
New York since 08/25/2006
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MASIELLO, FRANK THOMASCEO/PRES/TREAS/SECY/COO4490475
ATTANASIO, ELIZABETH MARIEFINOP/PFO/POO5325007
SCHEPPS, MARK HCCO2042034

Disclosures


Regulatory Event7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRADEMAS INC.

CRD#: 130030New York, NY 10005

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