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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-17
  • FL RA
    APPROVED
    Since 2025-04-17

Branch Locations

Oviedo, FL • United States

1052 Willa Springs Drive, Winter Springs, FL 32708 • 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
Bny Mellon Orlando FL 09/2015 06/2020
Pelham Consulting Group Llc Apopka FL 04/2025 Present
Na - Unemployed Orlando FL 06/2020 04/2021
Itau Private Bank Miami FL 07/2021 04/2022
Hcl America, Inc. Sunnyvale CA 04/2022 03/2023
Juniper Square San Francisco CA 01/2023 09/2023
Bolder Fund Services (Usa), Llc Miami FL 10/2023 01/2025
Planmember Securities Corporation Carpinteria CA 04/2025 Present
Retirement Planning Associates Winter Springs FL 04/2025 Present
Teleperformance Apopka FL 08/2025 09/2025
Adrian Weekes Apopka FL 11/2025 Present
The Health Advisors / Cti Staffing Apopka FL 12/2025 01/2026
Kelly Education Orlando FL 02/2026 Present
  • 09/2015 → 06/2020
    Bny Mellon
    Orlando, FL
  • 04/2025 → Present
    Pelham Consulting Group Llc
    Apopka, FL
  • 06/2020 → 04/2021
    Na - Unemployed
    Orlando, FL
  • 07/2021 → 04/2022
    Itau Private Bank
    Miami, FL
  • 04/2022 → 03/2023
    Hcl America, Inc.
    Sunnyvale, CA
  • 01/2023 → 09/2023
    Juniper Square
    San Francisco, CA
  • 10/2023 → 01/2025
    Bolder Fund Services (Usa), Llc
    Miami, FL
  • 04/2025 → Present
    Carpinteria, CA
  • 04/2025 → Present
    Retirement Planning Associates
    Winter Springs, FL
  • 08/2025 → 09/2025
    Teleperformance
    Apopka, FL
  • 11/2025 → Present
    Adrian Weekes
    Apopka, FL
  • 12/2025 → 01/2026
    The Health Advisors / Cti Staffing
    Apopka, FL
  • 02/2026 → Present
    Kelly Education
    Orlando, FL
Previous Registrations
  • 2021-05-17 → 2025-01-13
    Pelham Consulting Group
    Orlando, FL
Other Businesses

1)Retirement Planning Associates / Daybright Financial -1052 Willa Springs Dr., Winter Springs, FL 32708; Investment related; Financial sales & svcs; Financial Advisor; Start date 4/2025; 150 hrs/mnth & during trading per rep by phone call. 2) Pelham Consulting Group LLC-1054 Palma Verde Place, Apopka, FL 32712; Investment related; Financial Planning & sales of advisory products for small business owners & their employees; Financial Advisor; Start date 4/2025; 80 hrs/mnth & during trading per call with rep. 3)Adrian Weekes; 1054 Palma Verde Place, Apopka FL 32712; Start Date 11/3/2025; Insurance Agent; Sales and service of fixed insurance; 10 hrs/mo; 10 hrs/mo during trading; IR 4)Kelly Education; 3751 Maguire Blvd. Ste 270 Orlando FL 32803; Start Date 2/6/2026; Substitute Teacher; act as substitute teacher in Orange County FL as needed; 70 hrs/mo; 70 hrs/mo during trading; NIR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-11-02
S65 Uniform Investment Adviser Law Examination 2020-10-19
  • S63 Uniform Securities Agent State Law Examination
    2020-11-02
  • S65 Uniform Investment Adviser Law Examination
    2020-10-19
Other Names
  • Adrian Aluyi Weekes
  • Adrian Weekes

View on SEC IAPD

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