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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-09 |
| TX | RA | APPROVED_RES | 2021-01-04 |
Branch Locations
107 Northern Blvd Suite 304, Great Neck, NY 11021 • United States
Whitestone, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gilman & Ciocia | Flushing | NY | 07/1986 | 01/2019 |
| National Securities Corporation | Flushing | NY | 11/2013 | 12/2020 |
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2021 | Present |
| National Tax Planning | Great Neck | NY | 01/2019 | 01/2021 |
| National Asset Mangement | Flushing | NY | 05/2014 | 12/2020 |
| Premier Tax Planning | Great Neck | NY | 01/2021 | Present |
1)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 01/04/21 2) PREMIER TAX PLANNING, 107 NORTHERN BLVD, STE 304, GREAT NECK, NY, CPA ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, 01/04/21, NIR, 800 HR/YR- 600/TRADING HR. 3) PREMIER WEALTH PLANNING, 107 NORTHERN BLVD, STE 304, GREAT NECK, NY, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/04/21, NIR, 120 HR/YR-30 TRADING/HR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-10 |
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