AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
WI

William A. Iommi

Some features on this profile are disabled
CRD#: 2388657
WI

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Anthony Iommi SR, who also goes by William Anthony Iommi, William Anthony Iommi Sr, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1995. William had worked at 5 firms and has passed the Series 65, Series 63, Series 87, Series 24, Series 14 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Anthony Iommi | William Anthony Iommi Sr

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 8, 2003 - June 1, 2012

RODMAN & RENSHAW, LLC

BD
CRD#: 16415
NEW YORK, NY
Past

September 3, 2002 - October 8, 2003

EAGLE RIDGE SECURITIES, INC.

BD
CRD#: 112353
NEW YORK, NY
Past

July 26, 2002 - November 5, 2002

LAIDLAW & COMPANY (UK) LTD.

BD
CRD#: 119037
LONDON,
Past

June 9, 2000 - November 4, 2002

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

January 10, 1995 - June 28, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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


State Security Law Exam
IAR
Series 65
Date: 10/4/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 9/27/2000
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 8
Date: 11/12/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


R&
RODMAN & RENSHAW, LLC
CANTOR CAPITAL CORP. | RODMAN & RENSHAW, LLC | RODMAN & RENSHAW, INC.

CRD#: 16415 / SEC#: , 8-33862

BD
Terminated by SEC on 11/13/2012
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 06/20/2002
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DIRECT MARKETS HOLDING CORP.100 % OWNER
HECHLER, RANDY JAYCHIEF COMPLIANCE OFFICER2292597
HORIN, DAVID JAYCHIEF FINANCIAL OFFICER4655861
RUBIN, EDWARDCHIEF EXECUTIVE OFFICER - EXECUTIVE REPRESENTATIVE4121597
RUBIN, EDWARDDIRECTOR4121597

Disclosures


Regulatory Event4

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


RODMAN & RENSHAW, LLC

CRD#: 16415

TRUST BUT VERIFY

Monitor William Iommi

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics