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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-05 |
| FL | RA | APPROVED | 2007-10-10 |
Branch Locations
1052 Willa Springs Drive, Winter Springs, FL 32708 • United States
206 Easton Dr. - Easton Professional Suites, Lakeland, FL 33803 • United States
Oviedo, FL • United States
1101 Miranda Lane, Kissimmee, FL 34741 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 10/2007 | Present |
| U.S. Employees Benefits Services Group, Llc | Winter Springs | FL | 01/2015 | Present |
| Us Retirement Partners (Usrp) | Winter Springs | FL | 01/2015 | Present |
| Bencor, Inc. | Winter Springs | FL | 11/2005 | Present |
| Demmo, Tharp And Associates | Winter Springs | FL | 11/2007 | Present |
RETIREMENT PLANNING ASSOCIATES dba Daybright Financial; 1052 WILLA SPRINGS DRIVE, WINTER SPRINGS, FL 32708; INSURANCE AND INVESTMENT SERVICES; START 11/2005; 50HRS/MO & DURING TRADING; IR. (2)BENCOR INC, 1052 WILLA SPRINGS DR, WINTER SPRINGS, FL, 32787 REPRESENTATIVE, INDEPENDENT AGENCY PROVIDING TAX QUALIFIED, DEFINED CONTRIBUTION RETIREMENT PLANS. START 11/05, 15 HRS WK/10 DURING TRADING. IR (3)DEMMO, THARP & ASSOCIATES, LLC;1052 WILLA SPRINGS DR, WINTER SPRINGS, FL, 32787 START DATE: 11/10/2007- SET UP TO RECEIVE INSURANCE COMMISSIONS AND TO DO PAYROLL FOR TAXES;120 HRS/MO;120HRS/MO DURING TRADING; NIR 4) 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 5)US Retirement Partners (USRP); 1052 Willa Springs Drive, Winter Springs FL 32708; Start Date: 1/1/2015; Agent; Nature of Bus: Providing tax qualified, defined contribution retirement plans/fixed insurance products and investments; IR; No. Hrs./Mos. devoted to this Bus: 0; Approx. No. Hrs. /Mos. devoted to this bus during trading hrs.: 0 6) Society of Financial Awareness (SOFA); 2505 Lockwood Ave, Oviedo FL 32765; Start Date 6/7/2024; Instructor; Instructor providing General Financial Education through SOFA Power of Zero classes; 6 hrs/mo; 0 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-25 |
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