Best Investors Account Sign in
Inactive

Optaciano V Rodriguez

Ithaka Strategic Partners

Kings Park, NY

Claim This Profile
Current Employers
Ithaka Strategic Partners

5 Willow Lane, Kings Park, NY 11754 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-14
  • NY RA
    APPROVED
    Since 2024-06-14

Branch Locations

5 Willow Lane, Kings Park, NY 11754 • 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
Nylife Securities Llc New Windsor NY 04/2015 08/2017
New York Life Ins. Co. New Windsor NY 09/2014 08/2017
Massmutual Life Insurance Company Tarrytown NY 09/2017 Present
Mml Investors Services, Llc Tarrytown NY 09/2017 Present
  • 04/2015 → 08/2017
    Nylife Securities Llc
    New Windsor, NY
  • 09/2014 → 08/2017
    New York Life Ins. Co.
    New Windsor, NY
  • 09/2017 → Present
    Massmutual Life Insurance Company
    Tarrytown, NY
  • 09/2017 → Present
    Mml Investors Services, Llc
    Tarrytown, NY
Previous Registrations
Other Businesses

NAME: OPTACIANO V RODRIGUEZ INV REL: Y ADD: 1295 LELAND DR YORKTOWN HEIGHTS NY 10598 NATURE: INDIVIDUAL LIFE/HEALTH, GROUP LIFE/HEALTH INSURANCE POSITION: AGENT START DATE: 9/19/2017 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 2

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-28
S63 Uniform Securities Agent State Law Examination 2017-12-28
  • S65 Uniform Investment Adviser Law Examination
    2022-02-28
  • S63 Uniform Securities Agent State Law Examination
    2017-12-28
Other Names
  • Optaciano Vladimir Rodriguez

View on SEC IAPD

Other Firms

KESTRA ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE PINNACLE FINANCIAL GROUP
ARCADIA WEALTH MANAGEMENT
ALAN M. ROSEMAN CPA LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

CHRISTOPHER P FERRARA
Joseph Salvatore Guercio
CHRISTOPHER JAMES BRADSHAW
JAMES FRANCIS CONGEMA
GREGG C STAMLER
DYLAN CHRISTOPHER KOLARCIK
JOHN POMEROY
Paul D. Romano

Other Offices

KESTRA ADVISORY SERVICES, LLC · KINGS PARK, NY
J.P. MORGAN SECURITIES LLC · KINGS PARK, NY
EDWARD JONES · KINGS PARK, NY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · KINGS PARK, NY
THE PINNACLE FINANCIAL GROUP · EAST NORTHPORT, NY
ARCADIA WEALTH MANAGEMENT · SMITHTOWN, NY
ALAN M. ROSEMAN CPA LLC · COMMACK, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Commack, NY

More in Kings Park, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor