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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-17 |
Branch Locations
2410 North Ocean Avenue, Suite 401, Farmingville, NY 11738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Center Moriches High School | Center Moriches | NY | 09/2014 | 06/2019 |
| Long Island Goalkeeper Academy | Coram | NY | 09/2017 | Present |
| Stony Brook University | Stony Brook | NY | 08/2019 | Present |
| Stony Brook University Athletic Department | Stony Brook | NY | 09/2019 | Present |
| Mutual Inc. | Farmingville | NY | 04/2021 | 03/2024 |
| Mutual Inc. | Farmingville | NY | 03/2024 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 03/2024 | Present |
1) Mutual Inc.-2410 North Ocean Avenue, Suite 401, Farmingville, NY 11738; Investment related; Financial services assistant providing administrative and trade support to office & representatives; Non-Producing Licensed Sales Assistant; Start date 3/2024; 94 hrs/mnth; 58 hrs/mnth during trading. 2) Stony Brook University Athletic Dept-100 Nichols Rd., Stony Brook, NY 11794; Noninvestment related; Facilities & Event Operations; Asst. Facilities Manager & Event Staff; Start date 9/2019; 60 hrs/mnth; 5 hrs/mnth during trading. 3) Long Island Goalkeeper Academy-69 Samantha Dr., Coram, NY 11727; Noninvestment related; Soccer Coaching; Coach; Start date 9/2017; 10 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-13 |
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