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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Fire And Ice Financial Services, Inc. | Live Oak | FL | 07/2018 | 04/2019 |
| Lake City Va Medical Center | Lake City | FL | 09/2008 | Present |
| Lifetyme Financial Advisors, Llc | Phoenix | AZ | 01/2019 | 02/2021 |
| Fire And Ice Financial Services Inc. | Live Oak | FL | 09/2018 | 02/2021 |
| Planmember Securities Corp | Carpinteria | CA | 02/2021 | Present |
| Us Retirement Associates Dba Retirement Planning Associates (Rpa | Winter Springs | FL | 02/2021 | Present |
| Medics Primary Care | Lake City | FL | 12/2024 | Present |
1) US Retirement Associates dba Retirement Planning Associates (RPA) / Daybright Financial - 1052 Willa Springs, Winter Springs, FL 32708; Investment related; Investment advisor/financial services; Investment Advisor Representative; Start date 2/2021; 125 hrs/mnth & during trading. 2) Lake City VA Medical Center-619 S. Marion Ave, Lake City, FL 32025; Noninvestment related; Health care services; Registered Nurse; Start date 9/08; 160 hrs/mnth; 25 hrs/mnth during trading. 3) Medics Primary Care; 484 SW Commerce Dr. #101, Lake City FL 32055; Start Date 12/16/2024; Nurse Practitioner; Provide primary care, and Veteran evaluations occasionally. The Veteran evaluations are to help determine service connection eligibility.; 45 hrs/mo; 20 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-24 |
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