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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-10-29 |
Branch Locations
320 1St Street North, Suite 613, Jacksonville Beach, FL 32250 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 10/2013 | Present |
| Pablo Beach Mortgage | Jacksonville Beach | FL | 01/2013 | 12/2016 |
| Benefits Management, Llc | Jacksonville Beach | FL | 03/2015 | Present |
| Florida Wealth Managers | Jacksonville Beach | FL | 03/2015 | Present |
| Jtb Tax Llc | Jacksonville | FL | 09/2015 | 10/2018 |
| First Florida Financial | Jacksonville | FL | 12/2016 | 10/2018 |
| 731 First Street South 308 Llc | Jacksonville | FL | 02/2024 | Present |
1) BENEFITS MANAGEMENT LLC- 320 1st Street North, Suite 613, Jacksonville Beach, FL 32250; INSURANCE SALES & SVCS; AGENT; START DATE 3/16; 80 HRS/MNTH; 80 HRS/MNTH DURING TRADING; IR. 2) FLORIDA WEALTH MANAGERS-320 1st Street North, Suite 613, Jacksonville Beach, FL 32250; INVESTMENT RELATED; FINANCIAL & INSURANCE SALES & SVCS; AGENT; START DATE 2/10; REPRESENTATIVE; 80 HRS/MNTH & DURING TRADING. 3)Mortgage Management LLC; 1874 Green Heron Court Jacksonville FL 32250; Manager/proprietor; mortgage processing; 10 hrs/mo; 10 hrs/mo during trading; NIR 4) 731 First Street South 308 LLC; 731 1st St. South, Jacksonville FL 32250; Start Date 02/25/2024; Owner; Rental property for income; 1 hr/mo; 1 hr/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-08 |
| S65 | Uniform Investment Adviser Law Examination | 2012-03-06 |
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