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280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-02 |
Branch Locations
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
3075 Veterans Memorial Hwy Ste 130, Ronkonkoma, NY 11779-7600 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management | Ronkonkoma | NY | 06/2026 | Present |
| Eastern Wholesale Fence | Medford | NY | 06/2024 | 05/2026 |
| Redhead Marketing Group Inc. | Holtsville | NY | 11/2019 | Present |
| Bethpage Federal Credit Union | Bethpage | NY | 11/2021 | 05/2024 |
| Suffolk County Civil Service | Hauppauge | NY | 11/2021 | 12/2021 |
| Tourism Ireland | New York | NY | 03/2021 | 11/2021 |
| Nissequogue Golf Club | St. James | NY | 09/2019 | 11/2019 |
| Aip Publishing | Melville | NY | 08/2016 | 03/2021 |
| The Leaders Group Inc, Dba Simplicity Investments | Summit | NJ | 12/2025 | Present |
1) Menna Wealth Planning Group, Inc.; Not investment-related; Ronkonkoma, NY; Financial planning and Insurance agency; Contractor; Financial representative; 10/2025; 160 hours per month; 160 during market hours; Develop financial plans and sell insurance and annuity products. 2) Redhead Marketing Group, Inc.; Not investment-related; Holtsville, NY; Website designing; President; Owner; 11/2019; 20 hours per month; 0 during market hours; Build websites and offer email marketing consulting for small businesses. 3) James Mallinson Advisors, Corp.; Not investment-related; Ronkonkoma, NY; Pass-through entity; President; Owner; 1 hour per month; 0 during market hours; Administrative duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
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