Best Investors
Account
Sign in
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-31 |
Branch Locations
1052 Willa Springs Drive, Winter Springs, FL 32708 • United States
982 Brevard Ave #2, Rockledge, FL 32955 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 03/2016 | 02/2017 |
| Retirement Planning Associates (Rpa) | Winter Springs | FL | 03/2016 | 01/2017 |
| Bencor | Winter Park | FL | 03/2016 | Present |
| Usrp | Winter Park | FL | 03/2016 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 02/2017 | Present |
| Retirement Planning Associates (Rpa) | Winter Springs | FL | 01/2017 | Present |
| Payne Financial Group | Winter Springs | FL | 09/2017 | Present |
| Payne Retirement | Winter Springs | FL | 09/2017 | Present |
1) Retirement Planning Associates (RPA) dba Daybright Financial-1052 Willa Springs Drive, Winter Springs, FL 32708; Investment related; Investments & insurance sales & svcs; Representative; Start date 1/17; 50 hrs/mnth & during trading. 2) Bencor-1052 Willa Springs Drive, Winter Springs, FL 32708; Investment related; Investments & insurance sales & svcs; Representative; Start date 3/16; 30 hrs/mnth & during trading. 3)US Retirement Planning Associates (USRP); 99 Wood Ave S, Ste. 501, Iselin, NJ 08830; Investment related; USRP is the umbrella entity for USRP Benefits Groups; Employee; Start date 3/16; 30 hrs/mnth & during trading. 4) US Employee Benefits Services Group LLC-1052 Willa Springs Dr, Winter Springs, FL 32708; Investment related; Umbrella entity for USRP Benefits Groups; Bencor rep; start date 3/16; 0 hrs/mnth or during trading. 5)Payne Financial Group; 1052 WILLA SPRINGS DR., WINTER SPRINGS, FL 32708; Start Date 9/6/2017; Agent; Securities and Insurance Sales and Service; 160 hrs/mo; 100 hrs/mo during trading; ir 6)7)Payne Retirement; 1052 WILLA SPRINGS DR., WINTER SPRINGS, FL 32708; Start Date 9/22/2017; Agent; Financial Services; 20 hrs/mo; 15 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-24 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-30 |
Reach out to this advisor