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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-05
FL RA APPROVED 2016-05-19
  • TX RA
    APPROVED_RES
    Since 2021-01-05
  • FL RA
    APPROVED
    Since 2016-05-19

Branch Locations

206 Easton Dr. - Easton Professional Suites, Lakeland, FL 33803 • United States

Oviedo, FL • United States

1052 Willa Springs Drive, Winter Springs, FL 32708 • United States

1101 Miranda Lane, Kissimmee, FL 34741 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Planning Winter Springs FL 11/2005 Present
Planmember Securities Corporation Carpinteria CA 10/2007 Present
Bencor, Inc. Winter Springs FL 04/2006 Present
Us Employee Benefits Services Group Llc Winter Springs FL 01/2015 Present
Us Retirement Partners (Usrp) Winter Springs FL 01/2015 Present
  • 11/2005 → Present
    Retirement Planning
    Winter Springs, FL
  • 10/2007 → Present
    Carpinteria, CA
  • 04/2006 → Present
    Bencor, Inc.
    Winter Springs, FL
  • 01/2015 → Present
    Us Employee Benefits Services Group Llc
    Winter Springs, FL
  • 01/2015 → Present
    Us Retirement Partners (Usrp)
    Winter Springs, FL
Other Businesses

1)RETIREMENT PLANNING ASSOCIATES dba Daybright Financial;1052 WILLA SPRINGS, WINTER SPRINGS, FL 32708;FIXED ANNUITY BUSINESS, INSURANCE;REPRESENTATIVE;START 01/01/1985;160HRS/MO;160HRS/MO DURING TRADING;$50K/YR;COMMISSION. IR 2) BENCOR INC. RR IS A REP OF BENCOR INC. AN INDEPENDENT AGENCY PROVIDING TAX QUALIFIED, DEFINED CONTRIBUTION RETIREMENT PLANS;1052 WILLA SPRINGS, WINTER SPRINGS, FL 32708;START 04/2006;20HRS/MO;20HRS/MO DURING TRADING;ZERO COMPENSATION. IR 3)DEMMO, THARP & ASSOCIATES, LLC;1052 WILLA SPRINGS, WINTER SPRINGS, FL 32708 START DATE: 11/10/2007- UP TO RECIEVE INSURANCE COMMISSIONS AND TO DO PAYROLL FOR TAXES;120 HRS/MO;120HRS/MO DURING TRADING; IR; 4)U S EMPLOYEES BENEFITS SERVICE GROUP, LLC.; 1052 WILLA SPRINGS DRIVE, WINTER SPRINGS, FL 32708; 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 5)US Retirement Partners (USRP); 1052 Willa Springs Drive, Winter Springs FL 32708; Start Date: 1/1/2015; Agent; Nature of Bus: Providing tax qualified, defined contribution retirement plans/fixed insurance products and investments; IR; No. Hrs./Mos. devoted to this Bus: 0; Approx. No. Hrs. /Mos. devoted to this bus during trading hrs.: 0 6) SOFA- SOCIETY FOR FINANCIAL AWARENESS, NON-PROFIT; 2505 Lockwood Avenue, Oviedo FL 32765; Start date 9/10/2024; Instructor; Teach general financial information; 6 hrs/mo; 0 hrs/mo during trading; IR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-18
S63 Uniform Securities Agent State Law Examination 2007-06-08
  • S65 Uniform Investment Adviser Law Examination
    2016-05-18
  • S63 Uniform Securities Agent State Law Examination
    2007-06-08
Other Names
  • Kelly Elizabeth Barkley

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