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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-07-08
  • FL RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2008 → Present
    Carpinteria, CA
  • 07/2012 → Present
    Bencor Retirement Consultants (Aka)Bencor
    Ft. Myers, FL
  • 07/2014 → Present
    Frs Partner
    Fort Myers, FL
  • 01/2015 → Present
    Us Employee Benefits Service Group, Llc
    Fort Myers, FL
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-07
S63 Uniform Securities Agent State Law Examination 2010-04-01
  • S66 Uniform Combined State Law Examination
    2020-07-07
  • S63 Uniform Securities Agent State Law Examination
    2010-04-01
Other Names
  • Michael Stepheson

View on SEC IAPD

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