Luke Henry Morgan

Current Employers

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-07-26

NY RA
APPROVED

Since 2021-07-26

Branch Locations

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

Organization	City	State	From	To
Mutual Inc.	Farmingville	NY	04/1999	Present
Planmember Securities Corporation	Carpinteria	CA	08/2010	Present
Strategic Financial Tax Planning	Hauppauge	NY	01/2008	Present

04/1999 → Present

Mutual Inc.

Farmingville, NY
08/2010 → Present

Planmember Securities Corporation

Carpinteria, CA
01/2008 → Present

Strategic Financial Tax Planning

Hauppauge, NY

Other Businesses

1)MUTUAL, INC. / Daybright Financial - 2410 NORTH OCEAN AVE, STE. 401, FARMINGVILLE, NY 11738; SALE OF FIXED INSURANCE PRODUCTS; INSURANCE AGENT & TAX PREPARER (DURING TAX SEASON); START DATE 4/1999; APPROX. UNDER 5 HRS/MONTH; 0 HRS/MONTH DURING TRADING; INVESTMENT RELATED.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-04-12

S63 Uniform Securities Agent State Law Examination

1999-04-12

View on SEC IAPD

Current Employers

Planmember Securities Corporation

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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