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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
2410 North Ocean Avenue, Suite 401, Farmingville, NY 11738 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 04/2021 | Present |
| Mutual Inc. | Farmingville | NY | 11/2013 | Present |
| Hofstra University | Hempstead | NY | 01/2014 | 02/2024 |
| Us Retirement & Benefit Partners (Usrbp) Dba Mutual Inc. | Farmingville | NY | 04/2021 | 02/2024 |
MUTUAL INC / Daybright Financial - 2410 N. OCEAN AVE., STE 401, FARMINGVILLE, NY 11738; INVESTMENT RELATED; FINANCIAL & INSURANCE SALES & SERVICES and Tax Preparation; REPRESENTATIVE; START DATE 11/13; 80 HRS/MNTH & DURING TRADING 2) KEVIN J. CANTWELL 23 Birch Ave Sound Beach NY 11789 ; INVESTMENT RELATED; INSURANCE SALES & SERVICES; INSURANCE BROKER; START DATE 7/96; 30 HRS/MNTH & 10 HRS/MNTH DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-10 |
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