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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-11
  • FL RA
    APPROVED
    Since 2024-06-11

Branch Locations

1301 Ne 14Th St., Trow Executive Center, Ocala, FL 34470 • United States

Oviedo, FL • United States

1052 Willa Springs Drive, Winter Springs, FL 32708 • 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 03/2022 Present
Letra-Tek Of Florida, Inc. Longwood FL 05/2007 03/2020
Morales Design Studio Orlando FL 08/2013 04/2017
Letra-Tek Of Florida, Inc. Longwood FL 07/2020 06/2023
Bencor Winter Springs FL 02/2022 Present
Usrbp Winter Springs FL 02/2022 Present
Retirement Planning Associates (Rpa) Winter Springs FL 02/2022 Present
Na - Unemployed Longwood FL 04/2020 06/2020
  • 03/2022 → Present
    Carpinteria, CA
  • 05/2007 → 03/2020
    Letra-Tek Of Florida, Inc.
    Longwood, FL
  • 08/2013 → 04/2017
    Morales Design Studio
    Orlando, FL
  • 07/2020 → 06/2023
    Letra-Tek Of Florida, Inc.
    Longwood, FL
  • 02/2022 → Present
    Bencor
    Winter Springs, FL
  • 02/2022 → Present
    Usrbp
    Winter Springs, FL
  • 02/2022 → Present
    Retirement Planning Associates (Rpa)
    Winter Springs, FL
  • 04/2020 → 06/2020
    Na - Unemployed
    Longwood, FL
Other Businesses

1) Retirement Planning Associates (RPA) / Daybright Financial -1052 Willa Springs Dr, Winter Springs, FL 32708; Investment related; Financial services-Securities & insurance sales & svcs; Agent; Start date 2/2022; 100 hrs/mnth (shared w/Bencor); 90 hrs/mnth during trading (shared w/Bencor). 2) Bencor-1052 Willa Springs Dr, Winter Springs, FL 32708; Investment related; Defined contribution plans; Agent; Start date 2/2022; 100 hrs/mnth; 90 hrs/mnth during trading. 3) USRBP-1052 Willa Springs Dr, Winter Springs, FL 32708; Investment related; Financial services-umbrella company for Bencor & RPA; Representative; Start date 2/2022; 100 hrs/mnth (shared w/Bencor); 90 hrs/mnth (shared w/Bencor) during trading. 4) MP3 Investments, LLC-676 Hermits Cove, Altamonte Springs, FL 32701; Investment related; business that receives/holds commissions for tax purposes; Principal/Owner; Start date 2/2022; 0 hrs/mnth & during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-17
S65 Uniform Investment Adviser Law Examination 2024-06-10
  • S63 Uniform Securities Agent State Law Examination
    2025-03-17
  • S65 Uniform Investment Adviser Law Examination
    2024-06-10

View on SEC IAPD

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