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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2020 | Present |
| Mutual Inc. | Farmingville | NY | 08/2020 | Present |
| Town Of Brookhaven | Farmingville | NY | 06/1983 | Present |
| Educators Tax Management, Inc. | Blue Point | NY | 02/2005 | Present |
| Central Islip Ufsd | Central Islip | NY | 09/1989 | 06/2020 |
1) Mutual Inc / Daybright Financial - 2410 North Ocean Ave., Ste 500, Farmingville, NY 11738; Investment related; Financial services & securities sales & svcs; Financial Professional; Start date 8/2020; 160 hrs/mnth & during trading. 2) Educators Tax Management Inc-7 Clemens Ct., Blue Point, NY 11715; Investment related; Tax preparation services; President/CEO; Start date 2/2005; 35 hrs/mnth; 0 hrs/mnth during trading. 3) Town of Brookhaven-1 Independence Hill, Farmingville, NY 11738; Noninvestment related; Lifeguard & park attendant supervision; Sr. Beach Manager; Start date 6/1983; 20 hrs/mnth; 2 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-22 |
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