Philip B. Goldfarb

Current Employers

Mg Planning Services, Inc.

185 Crossways Park Drive, Woodbury, NY 11797 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-10-07
NY	RA	APPROVED	2022-02-18

NJ RA
APPROVED

Since 2022-10-07
NY RA
APPROVED

Since 2022-02-18

Branch Locations

185 Crossways Park Drive, Woodbury, NY 11797 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Weisberg, Mole', Krantz & Goldfarb, Llp	Woodbury	NY	02/1993	Present
Mg Planning Services, Inc.	Woodbury	NY	01/2005	Present

02/1993 → Present

Weisberg, Mole', Krantz & Goldfarb, Llp

Woodbury, NY
01/2005 → Present

Mg Planning Services, Inc.

Woodbury, NY

Other Businesses

Weisberg, Mole', Krantz & Goldfarb, LLP; Not investment-related; 185 Crossways Park Drive Woodbury, New York 11797; Accounting Firm; Partner ; 2/1993; approximately 160 hours per month - all during trading hours; Certified Public Accountant.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-02-07

S65 Uniform Investment Adviser Law Examination

2022-02-07

View on SEC IAPD

Current Employers

Mg Planning Services, Inc.

Disclosures

Employment History

Other Businesses

Exams

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