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JR

Joseph A. Rodman

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CRD#: 2934660
JR

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.

Joseph Anthony Rodman, who also goes by Anthony Rodman, Joseph Anthony Rodman Jr, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1997. Joseph had worked at 14 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anthony Rodman | Joseph Anthony Rodman Jr

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

August 9, 2013 - March 3, 2014

ROCKWELL SECURITIES LLC

BD
CRD#: 142483
NEW YORK, NY
Past

July 12, 2011 - August 15, 2011

GLOBAL ARENA CAPITAL CORP

BD
CRD#: 16871
NEW YORK, NY
Past

June 6, 2011 - July 18, 2011

LEGEND SECURITIES, INC.

BD
CRD#: 44952
NEW YORK, NY
Past

February 9, 2010 - April 5, 2010

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
NEW YORK, NY
Past

September 29, 2009 - November 11, 2009

MERCER CAPITAL LTD.

BD
CRD#: 104012
NEW YORK, NY
Past

September 26, 2006 - November 29, 2007

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

October 17, 2003 - September 7, 2004

JOSEPH GUNNAR & CO. LLC

BD
CRD#: 24795
UNIONDALE, NY
Past

January 2, 2002 - October 8, 2003

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

November 30, 2001 - January 2, 2002

PRIME CHARTER LTD.

BD
CRD#: 25668
NEW YORK, NY
Past

May 29, 2001 - December 6, 2001

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY
Past

March 8, 2001 - March 28, 2001

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

March 29, 2000 - February 15, 2001

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

March 16, 1999 - October 19, 1999

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

June 16, 1998 - August 5, 1998

MASON HILL & CO., INC.

BD
CRD#: 38308
NEW YORK, NY
Past

November 26, 1997 - February 3, 1998

PRESTON LANGLEY ASSET MANAGEMENT, INC.

BD
CRD#: 35733
NEW YORK, NY
Past

August 25, 1997 - November 4, 1997

THE BOSTON GROUP

BD
CRD#: 37652
LOS ANGELES, CA

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: 1/31/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


RS
ROCKWELL SECURITIES LLC
ROCKWELL SECURITIES LLC

CRD#: 142483 / SEC#: , 8-67468

BD
Terminated by SEC on 10/10/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/26/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ROCKWELL MANAGEMENT LLCHOLDING CORPORATION
OTOYA, DANIEL ORLANDOCCO2208241
SAKOL, DANIEL SCOTTCEO/MUNICIPLE PRINCIPAL2813237
STOLTZ, MARC HAROLDFINOP1008943

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


ROCKWELL SECURITIES LLC

CRD#: 142483

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