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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-18 |
| NY | RA | APPROVED | 2021-10-28 |
| NH | RA | APPROVED | 2021-10-26 |
Branch Locations
3075 Veterans Memorial Hwy Ste 130, Ronkonkoma, NY 11779-7600 • United States
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 06/2017 | 05/2018 |
| Mutual Inc. | Farmingville | NY | 03/2015 | 06/2017 |
| School/College | Staten Island | NY | 09/2013 | 12/2016 |
| Mutual, Inc. | Farmingville | NY | 06/2017 | 05/2018 |
| Planmember Securities Corporation | Carpinteria | CA | 05/2018 | 05/2019 |
| Mutual Inc. | Farmingville | NY | 05/2018 | 05/2019 |
| Pruco Securities Llc | Melville | NY | 07/2019 | 07/2020 |
| The Prudential Insurance Company Of America | Melville | NY | 07/2019 | 07/2020 |
| Verity Financial | Durham | NC | 07/2020 | Present |
| Verity Asset Management | Durham | NC | 07/2020 | Present |
| Jacqueline A Menna Advisors | Ronkonkoma | NY | 06/2018 | Present |
| Menna Wealth Planning Group Inc | Ronkonkoma | NY | 05/2020 | Present |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 11/2025 | Present |
| Jackie's Craft Room | Holtsville | NY | 07/2019 | Present |
| Notary Public | Ronkonkoma | NY | 09/2021 | Present |
1.) VERITY ASSET MGMT - 7/3/2020 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - Officer, Investment Advisor Representative, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) VERITY FINANCIAL - 7/3/2020 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - Officer, Insurance Agent, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) MENNA WEALTH PLANNING GROUP - 3075 Vets Mem Hwy, Suite 130, Ronkonkoma, NY 11779 - Officer, Financial Advisor, Invt Rel, Financial planning, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) JACQUELINE A MENNA ADVISORS INC - 6/20/2018 - 3075 Vets Mem Hwy, Suite 130, Ronkonkoma, NY 11779 - President/Owner, Financial Advisor, Invt Rel, Finance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 5.) JACKIE'S CRAFT ROOM - 7/1/19 - 110 7th Avenue, Holtsville, NY 11742 - Crafter, Crafting, Not Invt Rel, Crafting business, 5 hrs/mo; 0 hrs/mo (during trading hours). 6.) Notary - 9/1/2021 - 3075 Vets. Mem. Hwy, Ste 130, Ronkonkoma, NY 11779 - Notary - Self Employed, Invt Rel, 1 hr/mo; 1 hr/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-07 |
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