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Matthew Steven Marcolina

Oppenheimer & Co. Inc.

Warrington, PA

Collegeville, PA

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Current Employers
Oppenheimer & Co. Inc.

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-07-16
PA RA APPROVED 2015-08-24
NJ RA APPROVED 2015-03-30
CA RA APPROVED 2015-03-27
  • TX RA
    APPROVED
    Since 2020-07-16
  • PA RA
    APPROVED
    Since 2015-08-24
  • NJ RA
    APPROVED
    Since 2015-03-30
  • CA RA
    APPROVED
    Since 2015-03-27

Branch Locations

2700 Kelly Road Suite 120, Warrington, PA 18976 • United States

Collegeville, PA • 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
Oppenheimer & Co Inc Doylestown PA 03/2001 Present
Previous Registrations
  • 2005-11-23 → 2015-03-30
    Wells Fargo Clearing Services, Llc
    Jenkintown, PA
    Jenkintown, PA
    Philadelphia, PA
  • 2003-12-03 → 2005-11-28
    Morgan Stanley Dw Inc.
    Jenkintown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-22
S63 Uniform Securities Agent State Law Examination 2000-12-08
  • S65 Uniform Investment Adviser Law Examination
    2000-12-22
  • S63 Uniform Securities Agent State Law Examination
    2000-12-08
Designations

View on SEC IAPD

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