Josh Alan Frankel

Current Employers

Employment History

• 11/2010 → 12/2016
  American Capital Partners, Llc
  Hauppauge, NY
• 01/2016 → 07/2019
  Capital Financial Services, Inc
  Minot, ND
• 07/2019 → Present
  Trustmont Financial Group, Inc.
  Greensburg, PA
• 07/2019 → Present
  Trustmont Advisory Group, Inc.
  Greensburg, PA

Previous Registrations

• 2017-01-24 → 2019-07-18
  Capital Financial Services, Inc.
  East Setauket, NY
  E. Setauket, NY
  Minot, ND
• 2012-09-13 → 2017-01-20
  Partners Capital Services, Inc.
  Hauppauge, NY
• 2010-03-26 → 2010-10-29
  Hsbc Securities (Usa) Inc.
  Huntington, NY
  Syosset, NY
  East Northport, NY
  Hauppauge, NY
• 2008-01-30 → 2009-01-07
  Wamu Investments, Inc.
  Shirley, NY
  Riverhead, NY
  Holbrook, NY
  Bohemia, NY
  Center Moriches, NY
• 2006-06-08 → 2008-02-26
  Hsbc Securities (Usa) Inc.
  Hauppauge, NY
  East Setauket, NY
  Lake Ronkonkoma, NY
  Melville, NY
  Huntington, NY
  Huntington, NY
  Huntington Station, NY
• 1998-06-18 → 2006-04-03
  Chase Investment Services Corp.
  Mt. Sinai, NY

Other Businesses

FIXED INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. DBA THE PRINCETON INSURANCE AGENCY, INC. 1 HOMECOMING PLACE E SETAUKET NY 11733.Start Date 05/15/2008. 15 HPM WITH 1HR DURING SECURITIES TRADING HOURS. DUTIES PROVIDE QUOTATIONS AND APPLICATIONS FOR FIXED INSURANCE PRODUCTS:LIFE, ANNUITIES, P&C INSURANCE AND DISABILITY PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-27
• S63 Uniform Securities Agent State Law Examination
  1995-08-28