Best Investors Account Sign in
Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-13
  • NY RA
    APPROVED
    Since 2026-04-13

Branch Locations

1 Jericho Plaza Suite 106, Jericho, NY 11753-1635 • United States

Plainview, NY • 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
Morgan Stanley Garden City NY 09/2014 05/2025
Osaic Wealth, Inc. Holbrook NY 05/2025 09/2025
Stifel Financial Hauppauge NY 09/2025 04/2026
Rbc Capital Markets, Llc Jericho NY 04/2026 Present
  • 09/2014 → 05/2025
    Garden City, NY
  • 05/2025 → 09/2025
    Osaic Wealth, Inc.
    Holbrook, NY
  • 09/2025 → 04/2026
    Stifel Financial
    Hauppauge, NY
  • 04/2026 → Present
    Jericho, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-04-12
  • S63 Uniform Securities Agent State Law Examination
    2000-04-12
Other Names
  • Jennifer Gellman
  • Jennifer Halper

View on SEC IAPD

More in Jericho, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor