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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-10-11 |
Branch Locations
One Bridge Street, Suite 70, Irvington, NY 10533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman | New York | NY | 08/2016 | 02/2018 |
| Cammack Retirement Group | New York | NY | 02/2018 | 02/2021 |
| Capfinancial Partners, Llc. (Captrust) | Raliegh | NC | 02/2021 | 10/2021 |
| Preqin | New York | NY | 04/2021 | 09/2021 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 11/2021 | 09/2022 |
| Planmember Securities Corporation | Carpinteria | CA | 09/2022 | Present |
1) John Italiano-914 Park Ave., Apt. 1, Hoboken, NJ 07030; Noninvestment related; E-Bay seller - collect coins as a hobby and sell unwanted ones on Ebay; Start date 6/2002; 0.5 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-13 |
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