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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-29 |
Branch Locations
500 Bi County Blvd Ste 465, Farmingdale, NY 11735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Benefit Planning | Plainview | NY | 12/2005 | 06/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
| Skye Legacy Planning Llc | Melville | NY | 11/2016 | 06/2020 |
| Custom Brokerage Solutions, Llc | Plainview | NY | 03/2013 | 01/2017 |
| Skye Legacy Planning Llc | Melville | NY | 06/2020 | Present |
| Compass Benefit Planning Llc, Aka Bridge Planning Llc | Farmingdale | NY | 06/2020 | 03/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1)INDEPENDENT INSURANCE AGENT SELLING DISABILITY, LIFE/ACCIDENT/HEALTH COMPASS BENEFIT PLANNING LLC. AKA BRIDGE PLANNING, LLC (111 EXPRESS STREET PLAINVIEW, NY 11803)FOR 8HRS/WK DURING SECURITIES TRADING & 0HR/WKND & EVENINGS SINCE 4/2011 2)NAME OF OTHER BUSINESS: SKYE LEGACY PLANNING, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FIXED INSURANCE START DATE: 11/2016 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 POSITION/TITLE/RELATIONSHIP: COO & TREASURER BRIEF DESCRIPTION OF DUTIES: INSURANCE SALES, COMPANY OPERATIONS & ACCOUNTING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-05-24 |
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