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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-29 |
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