Best Investors
Account
Sign in
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-11-29 |
Branch Locations
2561 Moody Blvd., Suite 204, Flagler Beach, FL 32136 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 10/2007 | Present |
| Bencor | Flagler Beach | FL | 06/2004 | Present |
| Atlas Associates | Flagler Beach | FL | 07/2003 | 10/2017 |
| Us Employee Benefits Services Group, Llc | Bunnell | FL | 01/2015 | Present |
| Mlr Financial Co | Bunnell | FL | 10/2017 | Present |
1)BENCOR RR IS A REP OF BENCOR INC. AN INDEPENDENT AGENCY PROVIDING TAX QUALIFIED, DEFINED CONTRIBUTION RETIREMENT PLANS;5 INDIAN MOUND COURT FLAGLER BEACH FL 32136; START 06/2004;50HRS/MO;50HRS/MO DURING TRADING; IR 2)MLR Financial Co; 2323 North State Street Unit 50; INSURANCE, SECURITIES; TAX PREPARATION; owner/AGENT;START 10/23/2017; 160HRS/MO; 160HRS/MO DURING TRADING; IR 3)DBA - RETIREMENT PLANNING ASSOCIATES (RPA) / Daybright Financial;5 INDIAN MOUND COURT FLAGLER BEACH FL 32136; START 01/2008; AGENT FIX PRODUCTS;12HRS/MO;12HRS/MO DURING TRADING; IR 4)US EMPLOYEE BENEFITS SERVICES GROUP, LLC; 2323 N STATE STREET UNIT 50, BUNNELL FL 32110; AGENT; START DATE: 1/1/2015; NATURE OF BUS: 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)IMAGINE CHARTER SCHOOL; 778 Town Center Blvd. Palm Coast FL 32164, United States; START DATE: 09/27/2022; Board Member; Monthly Board meetings and assist with budget and development of policies/procedures; hrs/mo:2; hrs/mo during trading:0; NIR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-27 |
Reach out to this advisor