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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-26
  • NY RA
    APPROVED
    Since 2021-07-26

Branch Locations

3601 Hempstead Tpke., Ste 210, Levittown, NY 11756 • United States

2410 North Ocean Avenue, Suite 401, Farmingville, NY 11738 • United States

Oviedo, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grant Thornton Llp New York NY 06/2014 06/2017
Long Island Goalkeeper Academy Inc Coram NY 01/2010 Present
Mutual Inc. Farmingville NY 01/2019 12/2019
Mutual Inc Farmingville NY 12/2019 Present
Planmember Securities Corporation Carpinteria CA 12/2019 Present
Mutual Inc. Farmingville NY 01/2021 Present
Mutual Inc Dba J Team Farmingville NY 03/2023 Present
Preston Consulting Inc Coram NY 12/2022 Present
  • 06/2014 → 06/2017
    Grant Thornton Llp
    New York, NY
  • 01/2010 → Present
    Long Island Goalkeeper Academy Inc
    Coram, NY
  • 01/2019 → 12/2019
    Mutual Inc.
    Farmingville, NY
  • 12/2019 → Present
    Mutual Inc
    Farmingville, NY
  • 12/2019 → Present
    Carpinteria, CA
  • 01/2021 → Present
    Mutual Inc.
    Farmingville, NY
  • 03/2023 → Present
    Mutual Inc Dba J Team
    Farmingville, NY
  • 12/2022 → Present
    Preston Consulting Inc
    Coram, NY
Other Businesses

1) Mutual Inc / Daybright Financial -2410 North Ocean Ave. , Suite 401, Farmingville, NY 11738; Investment related; Financial & retirement planning sales & svcs as well as tax advice and preparation; Agent/Representative; Start date 12/19; 160 hrs/mnth; 80 hrs/mnth during trading. 2) Long Island Goalkeeper Academy Inc-69 Samantha Dr, Coram, NY 11727; noninvestment related; Soccer coaching resources to soccer leagues; CEO/Coach; Start date 1/10; 40 hrs/mnth; 0 hrs/mnth during trading.3)Mutual Inc. DBA JTeam; 2410 North Ocean Ave., Ste. 401 Farmingville NY 11738; Start date 3/2023; Financial Advisor; Part of a team that offers Securities and Insurance sales and service as well as tax advice and preparation; 160 hrs/mo; 160 hrs/mo during trading; IR 4)Preston Consulting Inc.; 69 Samantha Dr, Coram NY 11727; Start Date 12/1/2022; President/Officer; Tax preparation and filing as well as consulting on accounting and business operations. May subcontract CPAs if needed for audit or financial statements; 20 hrs/mo; 4 hrs/mo during trading; NIR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-09-29
  • S63 Uniform Securities Agent State Law Examination
    2020-09-29
Other Names
  • Adam Janowski

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