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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-18 |
| NJ | RA | APPROVED | 2020-03-11 |
Branch Locations
510 Broadhollow Road Suite 204, Melville, NY 11747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Melville | NY | 04/2007 | 12/2019 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 12/2019 | Present |
| Craig Ferrantino | Melville | NY | 04/2007 | Present |
| Craig James Financial Services, Llc | Melville | NY | 03/2018 | Present |
| Quogue Fire Department | Quogue | NY | 01/2023 | 12/2025 |
1.) CRAIG FERRANTINO - INSURANCE AGENT - NON-VARIABLE INSURANCE - MELVILLE, NY - SINCE 04/2007 - INVESTMENT RELATED 2.) CRAIG JAMES FINANCIAL SERVICES, LLC - PRESIDENT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - MELVILLE, NY - SINCE 03/2018 - INVESTMENT RELATED 3.) CRAIG JAMES FINANCIAL SERVICES, LLC - PRESIDENT, OWNER, PRINCIPAL - DBA NAME FOR MARKETING PURPOSES ONLY - MELVILLE, NY - SINCE 04/2007 - INVESTMENT RELATED 4.) FOUNDATION FOR PERSONAL FINANCIAL EDUCATION - DIRECTOR - NON-PROFIT - MELVILLE, NY - SINCE 07/2009 - NOT INVESTMENT RELATED 5.) CRAIG FERRANTINO - NOTARY PUBLIC - NOTARY - MELVILLE, NY - SINCE 08/2021 - NOT INVESTMENT RELATED 6.) WESTHAMPTON WAR MEMORIAL AMBULANCE ASSOCIATION - EMT-ADVANCED LIFE SUPPORT - VOLUNTEER HEALTH SERVICES - WESTHAMPTON, NY - SINCE 11/2022 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-14 |
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