Best Investors Account Sign in
Claim This Profile
Current Employers
Oppenheimer & Co. Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-23
TX RA APPROVED 2017-05-17
NJ RA APPROVED 2016-11-01
  • NY RA
    APPROVED
    Since 2021-09-23
  • TX RA
    APPROVED
    Since 2017-05-17
  • NJ RA
    APPROVED
    Since 2016-11-01

Branch Locations

2 Jericho Plaza Suite 113, Jericho, NY 11753 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Oppenheimer & Co. Inc. Jericho NY 03/2009 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-21
S65 Uniform Investment Adviser Law Examination 1998-03-20
S63 Uniform Securities Agent State Law Examination 1998-02-02
  • S66 Uniform Combined State Law Examination
    2021-09-21
  • S65 Uniform Investment Adviser Law Examination
    1998-03-20
  • S63 Uniform Securities Agent State Law Examination
    1998-02-02
Other Names
  • Madonna Jodi Roberts
  • Jodi R Madonna
  • Jodi Roberts Madonna

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jericho, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor