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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-11 |
Branch Locations
1301 Ne 14Th St., Trow Executive Center, Ocala, FL 34470 • United States
1052 Willa Springs Drive, Winter Springs, FL 32708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-10 |
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