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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-29 |
| FL | RA | APPROVED | 2008-08-21 |
Branch Locations
2771 Executive Park Drive Suite 4, Weston, FL 33331 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 10/2007 | Present |
| South Florida Educational Financial Services Llc | Weston | FL | 03/2014 | Present |
| Us Employees Benefits Service Group Llc | Weston | FL | 01/2015 | Present |
| Drummond Brothers Llc | Weston | FL | 06/2017 | Present |
| Drummond Brothers College Consulting Llc | Weston | FL | 06/2017 | Present |
1) INSURANCE AGENT; 2771 EXECUTIVE PARK DRIVE SUITE 4 WESTON, FL 33331;START 6/2006; 40HRS/WK & DURING TRADING; $30K/YR IR 2)BENCOR, INC dba Daybright Financial.; REPRESENTATIVE; FINANCIAL SERVICES; 2771 EXECUTIVE PARK DRIVE SUITE 4 WESTON, FL 33331 START 1/2007; 40 HOURS/WEEK; 45 HOURS/WEEK DURING TRADING; IR; AN INDEPENDENT AGENCY PROVIDING TAX QUALIFIED, DEFINED CONTRIBUTION PLANS. 3)BOARD MEMEBER FOR DMIC A NON-PROFIT RELIGIOUS ORAGANIZATION; $0. 4)PRESIDENT OF CREATIVE ENTERPRISES INC.; 2771 EXECUTIVE PARK DRIVE SUITE 4 WESTON, FL 33331 DBA BRAND GENESIS; S-CORP PROVIDING BRANDING AND MARKETING CONSULTATIONS. 20HRS/MO; START JUNE 2004: NIR. 5) DP MANGEMENT INC; 2771 EXECUTIVE PARK DRIVE SUITE 4 WESTON, FL 33331;START 01/2010; DIRECTOR; 1/3RD OWNER; COMPANY PROVIDES ADMINISTRATIVE SUPPORT TO OUTSIDE COMPANIES WHO NEED OFFICE SUPPORT SUCHA S ANSWERING PHONES, COPING, MAILINGS, STUFFIN ENVELOPES, RESEARCH ETC. 20HRS/MO; DURING TRADE HOURS NIR.(6)BENCOR RETIREMENT GROUP LLC DBA BENCOR RETIREMENT CONSULTANTS 2771 EXECUTIVE PARK DRIVE SUITE 4 WESTON FL 33331, START DATE 1/1/2009, AGENT, INSURANCE AND SECURITIES SALES AND SERVICES, 120 HRS/MONTH, 120 HRS/MO DURING TRADING, IR 7)SOUTH FLORIDA EDUCATIONAL FINANCIAL SERVICES LLC ; 2771 EXECUTIVE PARK DRIVE, STE 4 WESTON, FL 33331;START DATE: 3/1/2014;LLC OWNER; FINANCIAL AGENCY FOR SECURITIES AND INSURANCE (FIXED INSURANCE INCLUDING LIFE, ANNUITIES, AND LTC)INVESTMENT RELATED; NUM OF HRS/MTH DEVOTED TO THIS BUSINESS:1 ;NUMOF HRS/MTH DEVOTED TO THIS BUS DURING TRADING HRS:1 (8) U S EMPLOYEES BENEFITS SERVICE GROUP, LLC ; 2771 EXECUTIVE PARK DRIVE SUITE 4 WESTON, FL 33331; 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 (9)Drummond Brothers LLC; 2771 Executive Park Drive Suite 4 Weston FL 33331; Partner/Agent; Start Date 6/10/2017; Securities and Insurance Sales and Services; 160 hrs/mo and 120 hrs/mo during trading; IR (10)Drummond Brothers College Consulting LLC; 2771 Executive Park Drive Suite 4 Weston FL 33331; Co-Owner; Start Date 6/1/2017; Consulting for parents of potential college applicants; 20 hrs/mo; 20 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2008-08-14 |
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