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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 07/2025 | 08/2026 |
| Mutual Inc. | Farmingville | NY | 07/2025 | 08/2026 |
| Us Retirement Benefit Partners (Usrbp) | Farmingville | NY | 07/2025 | 08/2026 |
| Longwood Central School District | Middle Island | NY | 09/2001 | Present |
| Middle Island Teachers Association | Middle Island | NY | 07/2024 | Present |
| Mutual Inc./Daybright | Farmingville | NY | 08/2026 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 08/2026 | Present |
1) Mutual Inc/Daybright-2410 N. Ocean Ave., Farmingville, NY 11738; Investment related; securities sales & svcs; Registered Representative; Start date 8/2026; 60 hrs/mnth; 40 hrs/mnth during trading. 2) Longwood Central School District-35 Yaphank Middle Island Rd., Middle Island, NY 11953; Noninvestment related; Teach high school math; Math Teacher; Start date 9/2001; 98 hrs/mnth; 73 hrs/mnth during trading. 3) Middle Island Teachers Association-47 Middle Country Rd., Middle Island, NY 11953-2502; Noninvestment related; Take notes at meetings & chair committees; Teachers Union Secretary; Start date 7/2024; 5 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-13 |
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