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Rodney Jeffrey Medina

LPl Financial LLC

Staten Island, NY

Millstone, NJ

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-03
NJ RA APPROVED 2009-06-05
  • NY RA
    APPROVED
    Since 2021-08-03
  • NJ RA
    APPROVED
    Since 2009-06-05

Branch Locations

72 Sharrott Avenue, Staten Island, NY 10309 • United States

Millstone, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Staten Island NY 06/2009 Present
  • 06/2009 → Present
    Lpl Financial
    Staten Island, NY
Previous Registrations
  • 2007-05-29 → 2009-06-16
    Citigroup Global Markets Inc.
    Long Island City, NY
    Staten Island, NY
  • 2004-12-06 → 2007-05-29
    Citicorp Investment Services
    Staten Island, NY
    Staten Island, NY
Other Businesses

1. 06/05/2009 - MK FINANCIAL GROUP LLC/DBA ONLY/MILLSTONE TOWNSHIP, NJ 08535

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-02-10
S63 Uniform Securities Agent State Law Examination 1988-07-26
  • S65 Uniform Investment Adviser Law Examination
    2003-02-10
  • S63 Uniform Securities Agent State Law Examination
    1988-07-26
Other Names
  • Rodney Medina

View on SEC IAPD

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Other Offices

MML INVESTORS SERVICES, LLC · Staten Island, NY
EDWARD JONES · STATEN ISLAND, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Staten Island, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Staten Island, NY
LEO WEALTH MANAGEMENT, LLC · STATEN ISLAND, NY
PUREVEST · STATEN ISLAND, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Staten Island, NY
CETERA INVESTMENT ADVISERS LLC · STATEN ISLAND, NY

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