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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-17 |
Branch Locations
1052 Willa Springs Drive, Winter Springs, FL 32708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-19 |
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