Best Investors Account Sign in
Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2014-06-26
  • VA RA
    APPROVED
    Since 2014-06-26

Branch Locations

Oviedo, FL • United States

420 W. Jubal Early Drive, Suite #202, Winchester, VA 22601 • 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
Planmember Securities Corporation Carpinteria CA 06/2014 Present
Old Dominion Insurance & Investments, Inc. Winchester VA 05/2010 Present
Everbank Jacksonville FL 07/2010 07/2017
Virginia Eagle Distributing Co., Llc Verona VA 05/2011 05/2021
Door Dash Winchester VA 07/2025 Present
  • 06/2014 → Present
    Carpinteria, CA
  • 05/2010 → Present
    Old Dominion Insurance & Investments, Inc.
    Winchester, VA
  • 07/2010 → 07/2017
    Everbank
    Jacksonville, FL
  • 05/2011 → 05/2021
    Virginia Eagle Distributing Co., Llc
    Verona, VA
  • 07/2025 → Present
    Door Dash
    Winchester, VA
Previous Registrations
  • 2010-05-14 → 2014-06-25
    Winchester, VA
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
Other Businesses

1) OLD DOMINION INSURANCE & INVESTMENTS-420 WEST JUBAL EARLY DR. STE. 202, WINCHESTER, VA 22601; INVESTMENT RELATED; INVESTMENTS & INSURANCE SALES & SVCS; REPRESENTATIVE; START DATE 5/10; 160 HRS/MNTH; 130 HRS/MNTH DURING TRADING. 2) DOOR DASH; 137 Tye Ct, Winchester VA 22602; Start Date 7/3/2025; Dasher/Delivery Driver; Pick up and deliver Door Dash orders; 40 hrs/mo; 0 hrs/mo during trading; NIR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-17
S63 Uniform Securities Agent State Law Examination 2002-12-24
  • S65 Uniform Investment Adviser Law Examination
    2008-05-17
  • S63 Uniform Securities Agent State Law Examination
    2002-12-24
Other Names
  • Jim Patton

View on SEC IAPD

More in Oviedo, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor