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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-27 |
| NY | RA | APPROVED | 2022-08-31 |
Branch Locations
140 Adams Avenue Suite B-12, Hauppauge, NY 11788 • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | New York | NY | 10/2017 | 01/2020 |
| New York Life Insurance Co | New York | NY | 01/2016 | 01/2020 |
| Mitlin Financial | Hauppauge | NY | 01/2020 | 07/2022 |
| Mitlin Financial | Hauppauge | NY | 07/2022 | 12/2025 |
| Cwm, Llc | Omaha | NE | 07/2022 | Present |
| Mitlin Financial | Hauppauge | NY | 12/2025 | Present |
INSURANCE NATURE: Insurance START: 10/2021 HRS/WK: 1 HRS/TRADING: 1 POSITION: Insurance agent DUTIES: Sells Accident, Life, and Health FPA Next Generation Planner NATURE: Financial Publication START: 10/2020 HRS/WK: 1 HRS/TRADING: 0 POSITION: Board Member DUTIES: Meet with other members of the board to decide and shape the content that will be published in the magazine.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-28 |
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