Best Investors
Account
Sign in
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-08 |
Branch Locations
4575 Via Royale, Suite 205, Fort Myers, FL 33919 • United States
5051 Castello Drive, Suite 248, Naples, FL 34103 • United States
Oviedo, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 04/2008 | Present |
| Bencor Retirement Consultants (Aka)Bencor | Ft. Myers | FL | 07/2012 | Present |
| Frs Partner | Fort Myers | FL | 07/2014 | Present |
| Us Employee Benefits Service Group, Llc | Fort Myers | FL | 01/2015 | Present |
(1). MICHAEL STEPHENSON DBA- EDUCATORS RETIREMENT SPECIALIST, 1523 NW 29 PL CAPE CORAL, FL 33993 ; START 6/2002; INSURANCE AGENT; 20HRS/MO; 15HRS/TRADING. IR (2) MICHAEL STEPHENSON PHOTOGRAPHY: 1523 NW 29 PL CAPE CORAL, FL 33993 START DATE 1/2012; SELLILNG PHOTOGRAPHS AT ART AND CRAFT SHOWS; HRS/MTH: 14 HRS/MTH DURING TRADING HRS:10 NIR; (3) BENCOR RETIREMENT CONSULTANTS (AKA) BENCOR / Daybright Financial; 4575 Via Royale, Suite 205 Fort Myers, FL 33919 START DATE: 7/1/2012;FL DROP PROGRAM; AGENT; LIFE INSURANCE AND FIXED ANNUITIES; APPROX. NUM OF HRS/MTH 20;APPROX. NUM OF HRS DURING TRADING HRS:20 IR 4)FRS PARTNERS; 4575 Via Royale, Suite 205 Fort Myers, FL 33919; INVESTMENT RELATED;START DATE: 7/2/2014;RETIREMENT PLANNING;FIXED INDEX ANNUITIES ARE OFFERED; NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS:10 ;NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS:10 5) U S EMPLOYEE BENEFITS SERVICE GROUP, LLC; 4575 Via Royale, Suite 205 Fort Myers, FL 33919; START DATE: 1/1/2015; AGENT; NATURE OF BUSINESS: UMBRELLA COMPANY FOR USRP BENEFITS GROUP - INSURANCE, BENEFITS ADMINISTRATION AND INVESTMENTS; IR; APPROX. NO HRS. /MOS. DEVOTED TO THIS BUS: 0; APPROX. NO HRS. /MOS. DEVOTED TO THIS BUS DURING TRADING HRS.:0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-01 |
Reach out to this advisor