Joseph A. Ondris

LANDOLT SECURITIES

Lake Bluff, IL 60044

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CRD#: 1782322

Professional summary

Joseph Arthur Ondris, who also goes by Joe Ondris, Joseph A Ondris, is a registered financial professional currently at LANDOLT SECURITIES, INC. located in Lake Bluff, Illinois.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 1987. Joseph has worked at 18 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Joe Ondris | Joseph A Ondris

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 Joseph Arthur Ondris's CRS (Customer Relationship Summary).

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 24, 2024 - Present

LANDOLT SECURITIES, INC.

Office #1: 900 North Shore Drive Suite 279, Lake Bluff, IL 60044

RIA

CRD#: 28352

Lake Bluff, IL

Past

July 20, 2023 - June 12, 2024

GREAT POINT CAPITAL LLC

CRD#: 114203

CHICAGO, IL

Past

November 19, 2015 - June 30, 2023

TITAN SECURITIES

CRD#: 131392

PLANO, TX

Past

September 3, 2014 - November 12, 2015

FREEDOM INVESTORS CORP.

CRD#: 23714

ALTAMONTE SPRINGS, FL

Past

January 16, 2004 - December 31, 2014

MERRIMAC CORPORATE SECURITIES, INC.

CRD#: 35463

ALTAMONTE SPRINGS, FL

Past

June 17, 2002 - November 5, 2004

ALLEN DOUGLAS SECURITIES, INC.

CRD#: 42410

WINTER PARK, FL

Past

January 23, 2001 - June 18, 2002

RUSHMORE SECURITIES CORPORATION

CRD#: 8392

DALLAS, TX

Past

August 21, 1998 - February 27, 2001

NORTHSTAR SECURITIES, INC.

CRD#: 11247

DALLAS, TX

Past

June 6, 1997 - October 23, 1998

DOMINION CAPITAL CORPORATION

CRD#: 18837

DALLAS, TX

Past

April 15, 1997 - June 2, 1997

JOSEPHTHAL & CO., INC.

CRD#: 3227

NEW YORK, NY

Past

June 9, 1994 - March 13, 1997

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

April 27, 1992 - May 25, 1994

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

May 17, 1990 - April 16, 1992

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

September 11, 1989 - March 17, 1990

KOBER FINANCIAL CORP.

CRD#: 17551

ENGLEWOOD, CO

Past

February 17, 1989 - September 14, 1989

J. W. GANT & ASSOCIATES, INC.

CRD#: 7963

Past

January 4, 1989 - February 28, 1989

POWER SECURITIES CORPORATION

CRD#: 15527

Past

December 9, 1988 - January 11, 1989

DALLAS/PARK CITIES SECURITIES, INC.

CRD#: 17131

Past

December 22, 1987 - December 3, 1988

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(6/24/2024)

Colorado
(7/23/2024)

Connecticut
(6/24/2024)

Florida
(6/24/2024)

Idaho
(6/24/2024)

Kansas
(6/24/2024)

Louisiana
(6/24/2024)

Michigan
(11/19/2024)

New Mexico
(6/24/2024)

New York
(11/5/2024)

Texas
(6/27/2024)

Washington
(6/24/2024)

Wyoming
(6/3/2025)

Exams

State Security Law Exam

Series 63

Date: 1/4/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/1987

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LANDOLT SECURITIES, INC.

CRD#: 28352 / SEC#: , 8-43645

Illinois

Registered Investment Advisory firm - SEC (10/10/2006 Approved)

Indiana

Registered Investment Advisory firm - SEC (3/23/2020 Approved)

North Carolina

Registered Investment Advisory firm - SEC (8/16/2017 Approved)

Ohio

Registered Investment Advisory firm - SEC (7/6/2017 Approved)

Texas

Registered Investment Advisory firm - SEC (4/28/2020 Approved)

Wisconsin

Registered Investment Advisory firm - SEC (3/26/2002 Approved)

Wyoming

Registered Investment Advisory firm - SEC (7/25/2017 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

900 North Shore Drive Suite 279, Lake Bluff, IL 60044

Mailing Address

900 North Shore Drive Suite 279, Lake Bluff, IL 60044

Phone number

(847) 838-5151

Established

Wisconsin since 11/09/1989

Firm type

Corporation

Fiscal year end

March

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
MCKIERNAN, DONALD TRENDLEY	CEO, CO-CCO, & FINOP	1305965
MCKIERNAN, MATTHEW	CHIEF FINANCIAL OFFICER	7006128
REINHARD, TYLER JOHN	COO / CO-CCO	6366204

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 105,626,273

Disclosures

Regulatory Event

Red Flags

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

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Joseph A. Ondris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joseph Arthur Ondris's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREAT POINT CAPITAL LLC

TITAN SECURITIES

FREEDOM INVESTORS CORP.

MERRIMAC CORPORATE SECURITIES, INC.

ALLEN DOUGLAS SECURITIES, INC.

RUSHMORE SECURITIES CORPORATION

NORTHSTAR SECURITIES, INC.

DOMINION CAPITAL CORPORATION

JOSEPHTHAL & CO., INC.

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

MORGAN STANLEY DW INC.

KOBER FINANCIAL CORP.

J. W. GANT & ASSOCIATES, INC.

POWER SECURITIES CORPORATION

DALLAS/PARK CITIES SECURITIES, INC.

THE STUART-JAMES COMPANY, INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 1/4/1988

SIE

Date: 10/1/2018

Series 7

Date: 12/19/1987

FINRA

Current Firm

LANDOLT SECURITIES, INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

LANDOLT SECURITIES, INC.

TRUST BUT VERIFY

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