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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-23
  • FL RA
    APPROVED
    Since 2021-07-23

Branch Locations

Oviedo, FL • United States

2771 Executive Park Drive Suite 4, Weston, FL 33331 • 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
New York Life Insurance Co Sunrise FL 02/2019 09/2020
Homemaker Weston FL 08/2014 01/2019
Grupo Zeta Llc Weston FL 10/2017 03/2019
Nylife Securities Llc Sunrise FL 04/2019 09/2020
The Prudential Insurance Company Of America Boca Raton FL 09/2020 07/2021
Pruco Securities, Llc Boca Raton FL 09/2020 07/2021
Planmember Securities Corporation Carpinteria CA 07/2021 Present
Dp Management Weston FL 07/2021 Present
Retirement Planning Associates (Rpa) Winter Springs FL 07/2021 Present
Bencor Sarasota FL 07/2021 Present
Grupo Zeta Llc Weston FL 10/2017 Present
Cypress Bay Ptsa Weston FL 07/2021 Present
Usrp Winter Springs FL 07/2021 Present
  • 02/2019 → 09/2020
    New York Life Insurance Co
    Sunrise, FL
  • 08/2014 → 01/2019
    Homemaker
    Weston, FL
  • 10/2017 → 03/2019
    Grupo Zeta Llc
    Weston, FL
  • 04/2019 → 09/2020
    Nylife Securities Llc
    Sunrise, FL
  • 09/2020 → 07/2021
    The Prudential Insurance Company Of America
    Boca Raton, FL
  • 09/2020 → 07/2021
    Boca Raton, FL
  • 07/2021 → Present
    Carpinteria, CA
  • 07/2021 → Present
    Dp Management
    Weston, FL
  • 07/2021 → Present
    Retirement Planning Associates (Rpa)
    Winter Springs, FL
  • 07/2021 → Present
    Bencor
    Sarasota, FL
  • 10/2017 → Present
    Grupo Zeta Llc
    Weston, FL
  • 07/2021 → Present
    Cypress Bay Ptsa
    Weston, FL
  • 07/2021 → Present
    Usrp
    Winter Springs, FL
Previous Registrations
Other Businesses

1) DP Management-2771 Executive Park Dr, Ste 4, Weston, FL 33331; Investment related; Administrative support for payroll & tax prep-representative receives compensation from this entity for work done for RPA; Start date 7/2021; 0 hrs/mnth & during trading. 2) Retirement Planning Associates (RPA) dba Daybright Financial -1052 Willa Springs Dr, Winter Springs, FL 32708; Investment related; Financial sales & svcs; Investment Advisor; Start date 7/2021; 150 hrs/mnth & during trading. 3) Bencor dba Daybright Financial -2 N. Tamiami Trail, #602, Sarasota FL 34236; Investment related; Independent agency providing tax qualified, deinfed contribution plans; Representative; Start date 7/2021; 160 hrs/mnth; 140 hrs/mnth during trading. 4) USRP-1052 Willa Springs Dr, Winter Springs,FL 32708; Investment related; Financial Services (umbrella company for Bencor); Representative; Start 7/2021; 160 hrs/mnth; 140 hrs/mnth during trading. 5) Grupo Zeta LLC-741 Heron Rd, Weston, FL 33326; Noninvestment related; Rental Property; President; Start date 10/2017; 1 hr/mnth; 0 hrs/mnth during trading. 6) Cypress Bay PTSA-18600 Vista Park Blvd, Weston, FL 33332; Noninvestment related; Organization to promote welfare of children and youth in the home, school, place of worship and community, advocates for the education, physical & mental health, welfare & safety of children & youth; President; Start date 7/2021; 5 hrs/mnth; 0 hrs/mnth during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-05
S63 Uniform Securities Agent State Law Examination 2020-10-02
  • S65 Uniform Investment Adviser Law Examination
    2020-12-05
  • S63 Uniform Securities Agent State Law Examination
    2020-10-02
Other Names
  • Martha Patricia Lobo
  • Martha P Lobo Castro
  • Martha Patricia Lobo-Castro
  • Patricia Lobo Castro

View on SEC IAPD

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