Nelson S Stiles

Current Employers

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-05-26

FL RA
APPROVED

Since 2020-05-26

Branch Locations

Oviedo, FL • United States

982 Brevard Ave #2, Rockledge, FL 32955 • United States

Big Pine Key, FL • United States

1201 6Th Ave. W. , Suite 100, Bradenton, FL 34205 • United States

Disclosures

2 disclosure categories 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Sand Dollar Realty	Orlando	FL	09/2010	Present
Planmember Securities Corporation	Carpinteria	CA	04/2013	Present
Retirement Planning Associates (Rpa)	St. Petersburg	FL	11/2011	02/2020
Frs	St. Petersburg	FL	01/2015	02/2020
Bencor Inc.	Big Pine Key	FL	01/2015	Present
U.S. Employee Benefits Services Group, Llc	Big Pine Key	FL	01/2015	Present
Uber	San Francisco	CA	06/2016	01/2017
N Stiles & Assoc., Inc.	Big Pine Key	FL	01/2017	Present
Odyssey Financial	Big Pine Key	FL	01/2020	Present

09/2010 → Present

Sand Dollar Realty

Orlando, FL
04/2013 → Present

Planmember Securities Corporation

Carpinteria, CA
11/2011 → 02/2020

Retirement Planning Associates (Rpa)

St. Petersburg, FL
01/2015 → 02/2020

Frs

St. Petersburg, FL
01/2015 → Present

Bencor Inc.

Big Pine Key, FL
01/2015 → Present

U.S. Employee Benefits Services Group, Llc

Big Pine Key, FL
06/2016 → 01/2017

Uber

San Francisco, CA
01/2017 → Present

N Stiles & Assoc., Inc.

Big Pine Key, FL
01/2020 → Present

Odyssey Financial

Big Pine Key, FL

Other Businesses

1) SAND DOLLAR REALTY GROUP-801 W. STATE ROAD 436, STE. 2065, ALTAMONTE SPRINGS, FL 32714; NON-INVESTMENT RELATED; REAL ESTATE BROKERAGE; REALTOR; START DATE 9/10; 1 HR/MNTH; 0 HRS/MNTH DURING TRADING. 2) BENCOR INC / Daybright Financial - 9800 4th St. N. #200, St. Petersburgh,FL 33702;START DATE: 1/5/2015;TAX SAVING PLAN ADMINISTRATION /LIFE INSURANCE AND FIXED INDEXED ANNUITIES PRODUCTS ; INVESTMENT RELATED/BENCOR REPRESENTATIVET;NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS:20 ;NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS:20 - IR 3) U S EMPLOYEES BENEFITS SERVICE GROUP, LLC ; 29132 Rose Dr. , Big Pine Key FL 33043; 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. IR: 0 4)N Stiles & Assoc., Inc.; 5459 Bayou Grande Blvd. NE, St. Petersburg, FL 33703; Director; S Corp created to aggregate business funds and pay business expenses; 40 hrs/mo; 40 hrs/mo during trading; IR 5)Odyssey Financial; 29132 Rose Dr. , Big Pine Key FL 33043; Start date 1/31/2020; Owner/proprietor; sales and service of insurance and securities for non-Bencor clients; 10 hrs/mo; 10 hrs/mo during trading; IR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-05-13
S63	Uniform Securities Agent State Law Examination	2019-03-06

S65 Uniform Investment Adviser Law Examination

2020-05-13
S63 Uniform Securities Agent State Law Examination

2019-03-06

Other Names

Nelson S. Stiles

View on SEC IAPD