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JM

Joseph P. Meduri

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CRD#: 2510263
JM

Professional summary

Joseph Patrick Meduri was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Joseph is a previously registered financial professional and started their career in finance in 1994. Prior to being barred, Joseph had worked at 5 firms, which includes ON-SITE TRADING INC., EURO-ATLANTIC SECURITIES INC., MONITOR INVESTMENT GROUP INC., ATLANTIC GENERAL FINANCIAL CORP., HANOVER STERLING & COMPANY LTD..

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Joseph Meduri

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

November 18, 1999 - June 20, 2000

ON-SITE TRADING, INC.

BD
CRD#: 30271
GREAT NECK, NY
Past

March 1, 1996 - January 29, 1997

EURO-ATLANTIC SECURITIES INC.

BD
CRD#: 21367
BOCA RATON, FL
Past

September 21, 1995 - March 20, 1996

MONITOR INVESTMENT GROUP, INC.

BD
CRD#: 31007
Past

March 22, 1995 - August 25, 1995

ATLANTIC GENERAL FINANCIAL CORP.

BD
CRD#: 27272
Past

September 26, 1994 - July 11, 1995

HANOVER, STERLING & COMPANY LTD.

BD
CRD#: 15491
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
RR
Series 63
Date: 3/24/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 10/30/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 9/24/1994
General Securities Representative Examination

Current Firm

OT
ON-SITE TRADING, INC.
GOLUB, JAHRE & COMPANY, INC. | ON-SITE TRADING, INC. | JAHRE & COMPANY, INC.

CRD#: 30271 / SEC#: , 8-47104

BD
Cancelled by SEC on 02/24/2003
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 07/03/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
ON-SITE ENERGY SYSTEMS, INC.SHAREHOLDER
STIEVELMAN, JACKSHAREHOLDER2571504
MEDNICK, GARY DAVIDPRESIDENT-CEO735786
LIPSKY, ROBERT MARKSHAREHOLDER2111939
BASKIND, ROBERT PSHAREHOLDER
BERGLEITNER, GEORGE CHARLES IIISROP/CROP1247338
BOCCIO, FRANK LOUISCFO24461
JAHRE, HOWARD GORDONCHAIRMAN2238671
NWAIGWE, LINUS NKEMCHEIF COMPLIANCE OFFICER2613032
STONE, ARTHURCOMPLIANCE OFFICER437238

Disclosures

Regulatory Event3

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

ON-SITE TRADING, INC.

CRD#: 30271

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