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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-02-17
  • FL RA
    APPROVED
    Since 2021-02-17

Branch Locations

1052 Willa Springs Drive, Winter Springs, FL 32708 • United States

Oviedo, 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
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
  • 07/2018 → 04/2019
    Fire And Ice Financial Services, Inc.
    Live Oak, FL
  • 09/2008 → Present
    Lake City Va Medical Center
    Lake City, FL
  • 01/2019 → 02/2021
    Phoenix, AZ
  • 09/2018 → 02/2021
    Fire And Ice Financial Services Inc.
    Live Oak, FL
  • 02/2021 → Present
    Planmember Securities Corp
    Carpinteria, CA
  • 02/2021 → Present
    Us Retirement Associates Dba Retirement Planning Associates (Rpa
    Winter Springs, FL
  • 12/2024 → Present
    Medics Primary Care
    Lake City, FL
Previous Registrations
  • 2019-02-07 → 2021-02-15
    Live Oak, FL
    Scottsdale, AZ
  • 2018-09-21 → 2019-04-02
    Fire And Ice Financial Services Inc.
    Live Oak, FL
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-24
  • S65 Uniform Investment Adviser Law Examination
    2018-06-24
Other Names
  • Clay Matthews
  • Clayton Matthews

View on SEC IAPD

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