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MI

Matthew J. Iskric

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CRD#: 601605
MI

Professional summary


Matthew John Iskric was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Matthew is a previously registered financial professional and started their career in finance in 1973. Prior to being barred, Matthew had worked at 11 firms, which includes CLARK DODGE & CO. INC., OPPENHEIMER & CO. INC., CITIGROUP GLOBAL MARKETS INC., PRUDENTIAL EQUITY GROUP LLC, LEHMAN BROTHERS INC., THOMSON MCKINNON SECURITIES INC., J.P. MORGAN SECURITIES LLC, PAINE WEBBER JACKSON & CURTIS INCORPORATED, LOEB RHOADES & CO. INC., METROPOLITAN LIFE INSURANCE COMPANY, BACHE & CO INCORPORATED.

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)


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

July 27, 2009 - September 7, 2010

CLARK DODGE & CO., INC.

BD
CRD#: 23288
WHITE PLAINS, NY
Past

March 17, 1994 - April 2, 2009

OPPENHEIMER & CO. INC.

BD
CRD#: 249
MELVILLE, NY
Past

August 21, 1992 - March 31, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 16, 1990 - June 25, 1992

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 26, 1982 - April 5, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 29, 1980 - March 30, 1982

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

October 24, 1979 - August 1, 1980

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

July 1, 1977 - October 14, 1979

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

January 14, 1976 - July 13, 1977

LOEB, RHOADES & CO. INC.

BD
CRD#: 525
Past

April 2, 1975 - January 29, 1976

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
Past

November 8, 1973 - September 3, 1974

BACHE & CO INCORPORATED

BD
CRD#: 7058

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: 10/26/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 6/28/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 11/5/1973
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 6/7/1989
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


CD
CLARK DODGE & CO., INC.
CLARK DODGE & CO. INC. | INVESTMENT TIMING & TECHNOLOGIES, INC. | CLARK DODGE & CO., INC.

CRD#: 23288 / SEC#: , 8-40292

BD
Terminated by SEC on 07/04/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 11/06/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CLARK DODGE HOLDING, LLCOWNER
DIMAURO, JOSEPH VINCENTCEO, GSP, GOV'T. GSP, SECRETARY, PRESIDENT AND DIRECTOR3272638
TORRILLO, DON LCCO2789918

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


CLARK DODGE & CO., INC.

CRD#: 23288

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