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Current Employers
Iwg Investment Advisors Llc

Casselberry, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-05-21
  • FL RA
    APPROVED
    Since 2019-05-21

Branch Locations

Casselberry, FL • United States

Casselberry, 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 08/2016 05/2019
Avaya, Inc. Santa Clara CA 01/2015 10/2016
Retirement Planning Associates Winter Springs FL 02/2011 04/2019
Careplus Medical, Inc. Deerfield Beach FL 03/2002 Present
Home 1St Lending Lake Mary FL 01/2015 Present
Bencor, Inc. Winter Springs FL 09/2016 04/2019
Us Retirement Partners (Usrp) Winter Springs FL 01/2015 04/2019
Us Employee Benefits Services Group Llc Winter Springs FL 01/2015 04/2019
Iwg Investment Advisors Llc Delray Beach FL 05/2019 Present
David Torres, P.A. Casselberry FL 01/2017 Present
  • 08/2016 → 05/2019
    Carpinteria, CA
  • 01/2015 → 10/2016
    Avaya, Inc.
    Santa Clara, CA
  • 02/2011 → 04/2019
    Retirement Planning Associates
    Winter Springs, FL
  • 03/2002 → Present
    Careplus Medical, Inc.
    Deerfield Beach, FL
  • 01/2015 → Present
    Home 1St Lending
    Lake Mary, FL
  • 09/2016 → 04/2019
    Bencor, Inc.
    Winter Springs, FL
  • 01/2015 → 04/2019
    Us Retirement Partners (Usrp)
    Winter Springs, FL
  • 01/2015 → 04/2019
    Us Employee Benefits Services Group Llc
    Winter Springs, FL
  • 05/2019 → Present
    Delray Beach, FL
  • 01/2017 → Present
    David Torres, P.A.
    Casselberry, FL
Previous Registrations
Other Businesses

1) Home 1st Lending; 1540 International Parkway, Suite 3010, Lake Mary, FL 32746; Start Date: 1-7-2005; Title: Loan Originator; Nature of Bus: Residential Mortgage Loan Origination; Not Investment Related; Approx. No. Hrs./Mos. devoted to this bus: 5; Approx. No. Hrs./Mos. devoted to this bus. during trading hrs.: 1 2) Licensed Insurance Agent. Not investment-related. Residential office 1901 Varick Way, Casselberry, FL. Meet clients via Zoom and at their residences 3.) CarePlus Medical, Not investment related, 1121 S Military Tr. #354 Deerfield Beach, FL 33442, Start Date: 03/2002 Title: Area Manager, Naure of Business: Body Positioner Manufacturer, Approx Number of Hours per month devoted to this business: 8; during trading hours: 2 - Duties - Help facilitate orders from Medical Facilities

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-12-16
S65 Uniform Investment Adviser Law Examination 2016-11-30
  • S63 Uniform Securities Agent State Law Examination
    2016-12-16
  • S65 Uniform Investment Adviser Law Examination
    2016-11-30
Other Names
  • David R. Torres

View on SEC IAPD

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