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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-26 |
Branch Locations
2410 North Ocean Avenue, Suite 401, Farmingville, NY 11738 • United States
Oviedo, FL • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2010 | Present |
| The Carnikki Group | Mount Sinai | NY | 01/2007 | Present |
| Mutual Inc. | Farmingville | NY | 08/1990 | Present |
1)MUTUAL, INC / Daybright Financial - 2410 NORTH OCEAN AVE. STE. 401, FARMINGVILLE, NY 11738; FIXED INSURANCE PRODUCTS AND TAX PREPARATION; VICE PRESIDENT; START DATE 8/1990; 20 HRS/MTH; 2 HRS/MTH DURING TRADING HRS; INVESTMENT RELEATED. 2)THE CARNIKKI GROUP: 19 MILES LANE MOUNT SINAI NY 11766;START DATE: 1/2/2007; GENERAL PARTNER 25% OWNERSHIP;TAX PLANNING; NUM OF HRS/MTH DEVOTED TO THIS BUS:10;NUM OF HRS/MTH DEVOTED TO THIS BUS DURING TRADING HRS:5 INVESTMENT RELEATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-08-01 |
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