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350 Motor Parkway Suite 300, Hauppauge, NY 11788-2981 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-07 |
Branch Locations
Whitestone, NY • United States
350 Motor Parkway Suite 300, Hauppauge, NY 11788-2981 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aurora Consulting Insights Ltd | Whitestone | NY | 01/2021 | Present |
| United Financial Planning Group, Llc | Hauppauge | NY | 02/2022 | Present |
| New York State Department Of Financial Services | New York | NY | 08/2019 | Present |
| Gm Advisory Group | Melville | NY | 10/2018 | 08/2019 |
| Strategies For Wealth Dba Cornerstone Wealth Advisory | Jericho | NY | 02/2018 | 10/2018 |
| Marijean A. Celmer, Cpa, Pc | Whitestone | NY | 05/2017 | Present |
| Gassman Financial Group | New York | NY | 08/2016 | 05/2017 |
| United Financial Planning Group, Llc | Hauppauge | NY | 02/2020 | 02/2022 |
Aurora Consulting Insights LTD not investment-related private residence in Whitestone, NY consulting firm President January 2021 1 hours/month 1 hours/security trading consulting, accounting, and tax services New York State Department of Financial Services; Criminal Investigations Unit - Insurance Frauds Bureau not investment-related New York, NY criminal investigations Financial Services Examiner August 2019 160 hours/month 160 hours/security trading Examiner Marijean A. Celmer, CPA, PC not investment-related Whitestone, NY CPA Firm Supervisor May 2017 15 hours/month 0 hours/security trading tax & accounting services
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