Thomas N. Lobasso

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2026 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 08/2025 → Present
  University Of West Florida
  Pensacola, FL
• 05/2025 → 08/2025
  Holland Financial
  Ormond Beach, FL
• 05/2025 → 05/2025
  Planmember Securities Corporation
  Carpinteria, CA
• 08/2024 → 05/2025
  University Of West Florida
  Pensacola, FL
• 05/2024 → 07/2024
  Holland Financial
  Ormond Beach, FL
• 08/2023 → 05/2024
  University Of West Florida
  Pensacola, FL
• 05/2022 → 06/2023
  Moe's Southwest Grill
  Orange City, FL
• 01/2016 → 05/2022
  River Springs Middle School/University High School
  Orange City, FL
• 02/2026 → Present
  Retirement Planning Associates Inc Dba Daybright Financial
  Winter Springs, FL
• 02/2026 → Present
  Bencor Inc / Daybright Financial
  Winter Springs, FL

Other Businesses

1)Retirement Planning Associates Inc. dba Daybright Financial-1052 Willa Springs Dr, Winter Springs, FL 32708; Investment related; Provide securities & insurance products sales & svcs; Financial Advisor; Start date 2/2026; 160 hrs/mnth; 130 hrs/mnth during trading. 2) Bencor Inc./Daybright Financial-1052 Willa Springs Dr, Winter Springs, FL 32708; Investment related; provide service & support for organization that offers tax-qualified defined contribution plans funded by sick leave/vacation/benefit payouts; Bencor Agent; Start date 2/2026; 200 hrs/mnth & during trading. 3) University of West Florida (UWF)-Controller' Office-11000 University Pkwy, Pensacola, FL 32514; Noninvestment related; Provide clerical & administrative support for controller's office; Student Aide; Start date 8/2025; 115 hrs/mnth & during trading.

Exams

• S66 Uniform Combined State Law Examination
  2026-04-06

Other Names

• Thomas Nunzio Lobasso