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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-03 |
Branch Locations
350 Paseo Reyes Dr., Saint Augustine, FL 32095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horace Mann Investors, Inc. | Springfield | IL | 04/2011 | 06/2025 |
| Planmember Securities Corporation | Carpinteria | CA | 06/2025 | Present |
| Retirement Planning Associates (Rpa) | Winter Springs | FL | 06/2025 | Present |
| Bencor | Winter Springs | FL | 06/2025 | Present |
| Heritage Educators Insurance Co. | St. Augustine | FL | 03/2011 | Present |
| Historic Coast Insurance Co | St Augustine | FL | 06/2025 | 08/2026 |
1)Retirement Planning Associates (RPA) / Daybright Financial -1052 Willa Springs Dr., Winter Springs, FL 32708; Investment related; Securities & insurance sales & svcs; Representative; Start date 6/2025; 140 hrs/mnth & during trading. 2) Bencor-1052 Willa Springs Dr., Winter Springs, FL 32708; Investment related; Provide tax qualified defined contribution retirement plans; Agent; Start date 6/2025; 140 hrs/mnth & during trading. 3) Heritage Educators Insurance Co-350 Paseo Reyes Dr., St. Augustine, FL 32095; Noninvestment related; Agency management & oversight for the sales of home & auto insurance; Agency Owner; Start date 3/2011; 5 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-05 |
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