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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-24 |
| FL | RA | APPROVED | 2018-09-25 |
Branch Locations
4575 Via Royale, Suite 205, Fort Myers, FL 33919 • United States
5051 Castello Drive, Suite 248, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Herbert J. Sims & Co. Inc | Boca Raton | FL | 03/2015 | 08/2018 |
| Planmember Securities Corporation | Carpinteria | CA | 09/2018 | Present |
| Rpa | Ft. Myers | FL | 09/2018 | Present |
| Bencor | Ft. Myers | FL | 09/2018 | Present |
| Msrk, Inc. | Ft. Myers | FL | 09/2018 | Present |
1) Retirement Planning Associates (RPA) dba Daybright Financial - 4575 Via Royale, Suite 205 Fort Myers, FL 33919; Investment related; Financial and insurance sales & services; Agent; Start date 9/18; 80 hrs/mnth & during trading. 2) Bencor-4575 Via Royale, Suite 205 Fort Myers, FL 33919; Investment related; Provides tax qualified, defined contribution retirement plans/fixed insurance products; Representative; Start date 9/18; 50 hrs/mnth & during trading. 3) MSRK, Inc.-4575 Via Royale, Suite 205 Fort Myers, FL 33919; Investment related; Retirement planning, insurance and securities sales & services; Vice President; Start date 9/18; 120 hrs/mnth & during trading. 4) St. John Neumann Catholic H.S. Band Booster Club-3000 53rd St. SW, Naples, FL 34116; Noninvestment related; Planning Committee; Parent volunteer; Start date 9/18; 1 hr/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-15 |
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