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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-18
NJ RA APPROVED 2019-12-20
  • NY RA
    APPROVED
    Since 2021-07-18
  • NJ RA
    APPROVED
    Since 2019-12-20

Branch Locations

510 Broadhollow Road Suite 204, Melville, NY 11747 • 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
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
  • 06/2014 → 11/2018
    Henry Schein Inc.
    Melville, NY
  • 03/2018 → 12/2019
    Next Financial Group
    Melville, NY
  • 12/2019 → Present
    Scottsdale, AZ
  • 11/2018 → Present
    Megan D. Muccio, Cpa, Pllc - Other Entity
    Melville, NY
  • 04/2019 → Present
    Megan D Muccio
    Melville, NY
  • 10/2019 → Present
    Craig James Financial Services, Llc
    Melville, NY
  • 11/2018 → Present
    Megan D. Muccio, Cpa, Pllc
    Melville, NY
Previous Registrations
  • 2019-02-15 → 2019-12-23
    Next Financial Group, Inc.
    Melville, NY
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-01
S63 Uniform Securities Agent State Law Examination 2018-10-25
  • S65 Uniform Investment Adviser Law Examination
    2019-02-01
  • S63 Uniform Securities Agent State Law Examination
    2018-10-25
Other Names
  • Megan Danielle Schachter

View on SEC IAPD

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