STEVEN PHILLIP MARGULIN is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | 2023-03-06 | present | Yes |
| CWM, LLC | 2018-07-30 | 2023-03-03 | — |
| RETIREMENT EXTENDER (R) | 2013-03-27 | 2019-01-29 | — |
| RETIREMENT EXTENDER, INC. | 2010-07-19 | 2014-01-17 | — |
| CENTAURUS FINANCIAL, INC. | 2003-07-21 | 2013-12-31 | — |
| NATIONAL PLANNING CORPORATION | 2001-11-29 | 2003-03-17 | — |