James Daniel Gay

Current Employers

Employment History

• 01/2006 → 10/2022
  Retirement Planning Associates
  Winter Park, FL
• 10/2007 → 10/2022
  Planmember Securities, Corp.
  Winter Park, FL
• 12/2010 → 01/2017
  Inclusiv, Inc.
  Winter Park, FL
• 04/2012 → 10/2022
  Frs Partners
  Winter Park, FL
• 01/2015 → 10/2022
  U.S. Employee Benefits Services Group Llc
  Winter Park, FL
• 08/2005 → 10/2022
  J.D.G. Associates, Inc. D/B/A Oak Square Insurance Services
  Winter Park, FL
• 03/2015 → 01/2017
  State Retirement Partners Incorporated
  Winter Park, FL
• 10/2018 → 10/2022
  Oak Square Advisors, Inc.
  Winter Park, FL
• 06/2022 → Present
  Advus Financial Partners, Llc
  Winter Park, FL

Previous Registrations

• 2019-01-23 → 2022-11-02
  Oak Square Advisors
  Winter Park, FL
• 2016-03-31 → 2018-12-31
  Planmember Securities Corporation
  Winter Springs, FL
  San Marcos, CA
  Winter Springs, FL
  Winter Park, FL
  Jacksonville, FL
  Tallahassee, FL
  Rockledge, FL
  Naples, FL
  Sarasota, FL
  Oviedo, FL

Other Businesses

3MG Solutions, LLC - This is a Roofing & Solar business. He is employed as Co-CEO and a W-2 employee, whereby he receives a salary. 5 hours a week during trading hours are devoted to this. The address is 1127 Solana Ave, Winter Park, FL 32789.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-05-18
• S65 Uniform Investment Adviser Law Examination
  2016-03-29