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Casselberry, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-12-16 |
| S65 | Uniform Investment Adviser Law Examination | 2016-11-30 |
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