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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-11-29
  • FL RA
    APPROVED
    Since 2017-11-29

Branch Locations

2561 Moody Blvd., Suite 204, Flagler Beach, FL 32136 • United States

Oviedo, FL • 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
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
  • 10/2007 → Present
    Carpinteria, CA
  • 06/2004 → Present
    Bencor
    Flagler Beach, FL
  • 07/2003 → 10/2017
    Atlas Associates
    Flagler Beach, FL
  • 01/2015 → Present
    Us Employee Benefits Services Group, Llc
    Bunnell, FL
  • 10/2017 → Present
    Mlr Financial Co
    Bunnell, FL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-18
S63 Uniform Securities Agent State Law Examination 2007-08-27
  • S66 Uniform Combined State Law Examination
    2017-10-18
  • S63 Uniform Securities Agent State Law Examination
    2007-08-27
Other Names
  • Maria L Rodrigues

View on SEC IAPD

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