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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-18 |
| NJ | RA | APPROVED | 2019-12-20 |
Branch Locations
510 Broadhollow Road Suite 204, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Henry Schein Inc. | Melville | NY | 06/2014 | 11/2018 |
| Next Financial Group | Melville | NY | 03/2018 | 12/2019 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 12/2019 | Present |
| Megan D. Muccio, Cpa, Pllc - Other Entity | Melville | NY | 11/2018 | Present |
| Megan D Muccio | Melville | NY | 04/2019 | Present |
| Craig James Financial Services, Llc | Melville | NY | 10/2019 | Present |
| Megan D. Muccio, Cpa, Pllc | Melville | NY | 11/2018 | Present |
1.) CRAIG JAMES FINANCIAL SERVICES - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - MELVILLE, NY - SINCE 11/2018 - INVESTMENT RELATED 2.) MEGAN D. MUCCIO, CPA, PLLC-OTHER ENTITY - OWNER/PRESIDENT - OTHER ENTITY - MELVILLE, NY - SINCE 11/2018 - NOT INVESTMENT RELATED 3.) CRAIG JAMES FINANCIAL SERVICES, LLC - ASSOCIATE - COLLEGE FINANCIAL AID SERVICES - MELVILLE, NY - SINCE 10/2019 - INVESTMENT RELATED 4.) MEGAN D MUCCIO - INSURANCE AGENT - NON-VARIABLE INSURANCE - MELVILLE, NY - 04/2019 - INVESTMENT RELATED 5.) MEGAN D. MUCCIO, CPA, PLLC - OWNER/PRESIDENT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - MELVILLE, NY - SINCE 11/2018 - NOT INVESTMENT RELATED 6.) MEGAN D. MUCCIO, CPA, PLLC - OWNER/PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - MELVILLE, NY - SINCE 11/2018 - NOT INVESTMENT RELATED 7.) CRAIG JAMES FINANCIAL SERVICES - OTHER ENTITY - ASSOCIATE - OTHER ENTITY - MELVILLE, NY - SINCE 11/2018 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-25 |
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