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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-05 |
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-08 |
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