Joseph Avallone

Current Employers

Employment History

• 03/2000 → Present
  Retirement Planning Associate, Inc
  Winter Park, FL
• 05/1989 → Present
  Self Employed Ins Agent
  Winter Park, FL
• 01/2000 → Present
  Central Florida Kraze Soccer Team
  Winter Park, FL
• 01/2001 → Present
  Fc United Soccer Club
  Winter Springs, FL
• 10/2007 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 12/2008 → Present
  Us Retirement Partners(Usrp)
  South Iselin, FL
• 08/2012 → Present
  Inclusiv; Dba Frs Partners
  Winter Park, FL
• 02/2014 → Present
  Central Florida Soccer Alliance
  Oviedo, FL
• 01/2009 → Present
  Jmd Partners, Llc
  Winter Springs, FL
• 01/2015 → Present
  U S Employee Benefits Service Group, Llc
  Winter Springs, FL
• 07/2019 → Present
  Intersport
  Ne Blaine, MN

Previous Registrations

• 2004-07-07 → 2007-10-08
  Voya Financial Partners, Llc
  Winter Springs, FL
  Winter Springs, FL
• 1996-05-08 → 2004-07-08
  Voya Financial Advisors, Inc.
  Winter Park, FL

Other Businesses

1) RETIREMENT PLANNING ASSOCIATES INC dba Daybright Financial.;1052 WILLA SPRINGS DRIVE;WINTER SPRINGS, FL 32708;RETIREMENT PLANNING, INSURANCE SALES, SECURITIES;PRESIDENT;START 1990;120HRS/MO;100HRS/MO DURING TRADING HOURS; IR 2) CENTRAL FLORIDA KRAZE AND FC UNITED SOCCER CLUB LLC;1052 WILLA SPRINGS DRIVE, WINTETR SPRINGS, FL 32708;SOCCER LEAGUE;START 1998;HEAD COACH/OWNER; 10HRS/MO; ZERO HRS/MO DURING TRADING;NIR 3) BENCOR INC;1052 WILLA SPRINGS DR WINTER SPRINGS, FL 32708; START DATE: 1/1/2004; A REPRESENTATIVE/AGENT; PROVIDING TAX QUALIFIED, DEFINED CONTRIBUTIOHN RETIREMENT PLANS. /FIXED INSURANCE PRODUCTS; 120HRS/MO; 120 HRS/MO DURING TRADING;IR 4)EVERBANK; BANKING PRODUCTS;1052 WILLA SPRINGS DRIVE;WINTER SPRINGS, FL 32708;5HRS/MO;5HRS/MO DURING TRADING;INVESTMENT-RELATED. 5)US RETIREMENT PARTNERS(USRP) 99 WOOD AVENUE SOUTH SUITE 501ISELIN, NJ 08830START DATE :12/31/2008;OWNER 2.5% / AN OFFICER OF THE COMPANY.;NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS:160;NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS:160 IR 6) INCLUSIV; DBA FRS PARTNERS;1052 WILLA SPRINGS DRIVE;WINTER SPRINGS, FL 32708; START DATE: 8/29/2012;ADVISORY BAORD MEMBER/RETIREMENT PLANNING;FIXED, FIXED INDEXED AND VARIABLE ANNUITIES, LONG TERM CARE AND LIFE INSURANCE; ORGINIZATION: CORPORATION;APPROX. NUM OF HRS/MTH DEVOTED TO THIS BUS:5;APPROX. NUM OF HRS/MTH DEVOTED TO THIS BUS DURING TRADING HRS:5;IR 7)CENTRAL FLORIDA SOCCER ALLIANCE(DBA)FLORIDA KRAZE KRUSH SOCCER CLUB;2428 SHOAL CREEK COURT OVIEDO, FL 32765;START DATE: 2/18/2014;NOT INVESTMENT RELATED;COACH, DIRECTOR OF SOCCER;SUMMER CLINICS FOR YOUTH SOCCER;NUM OF HRS/MTH TO THIS BUS:30 ; NUM OF HRS/MTH BUS DURING TRADING HOURS:30 8)JMD PARTNERS, LLC:1052 WILLA SPRINGS DRIVE WINTER SPRINGS, FL 32708;START DATE: 1/1/2009;COMMERCIAL REAL ESTATE RENTAL - OFFICE BUILDING HOUSING BRANCH-NOT INVESTMENT RELATED;GENERAL PARTNER;PARTNERSHIP; NUM OF HRS/MTH TO THIS BUSINESS:1 ; NUM OF HRS/MTH BUSINESS DURING TRADING HRS:1 9) U S EMPLOYEES BENEFITS SERVICE GROUP, LLC.; 1052 WILLA SPRINGS DRIVE, WINTER SPRINGS, FL 32708; START DATE: 1/1/2015; AGENT; NATURE OF BUSINESS: UMBRELLA COMPANY FOR USRP BENEFITS GROUP - INSURANCE, BENEFITS ADMINISTRATION AND INVESTMENTS; IR; APPROX. NO HRS./MOS. DEVOTED TO THIS BUS: 0; APPROX. NO HRS. /MOS. DEVOTED TO THIS BUS DURING TRADING HRS: 0 10)Seminole County Value Adjustment Board; 1101 East 1st Street, Room 2204 Sanford FL 32771; Board of Directors; hear appeals regarding denied exemptions, petitions relating to assessments, and appeals concerning ad valorem tax deferrals; 2 hrs/mo; 0 hrs/mo during trading; NIR 13)Intersport; 1700 105th Ave NE Blaine MN 55449; start date 7/31/2019; soccer coach; Coach for High School All State All American Cup; 7 hrs/mo; 0 hrs/mo during trading; NIR

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-23
• S63 Uniform Securities Agent State Law Examination
  1993-12-23

Other Names

• Joey Avallone
• Joe Avallone