David L Ellis

Current Employers

Employment History

• 09/2005 → Present
  Financial Reserve Serv.
  Clearwater, FL
• 10/2007 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 01/2015 → Present
  U S Employees Benefits Service Group, Llc
  Tampa, FL
• 01/2013 → Present
  Us Retirement Partners (Usrp)
  Tampa, FL

Other Businesses

1) BENCOR, INC. / Daybright Financial; 2202 N. Westshore Blvd, SUITE 200, TAMPA, FLORIDA, 33607; INVESTMENT RELATED; A REPRESENTATIVE/AGENT PROVIDING TAX QUALIFIED, DEFINED CONTRIBUTION RETIREMENT PLANS/ FIXED INSURANCE PRODUCTS; JUNE 2006; 160 HRS/MTH, 160 HRS/MTH DURING TRADING HOURS 2) U S Employees Benefits Service Group, LLC ; 2202 N. Westshore Blvd, SUITE 200, TAMPA, FLORIDA, 33607 ; 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: 5; Approx. No Hrs. /Mos. devoted to this bus during trading hrs.: 5 3)US Retirement Partners (USRP); 2202 N. Westshore Blvd, SUITE 200, TAMPA, FLORIDA, 33607; Start Date: 1/1/2013; Agent/Employee; Nature of Bus: Providing tax qualified, defined contribution retirement plans/fixed insurance products and investments; IR; No. Hrs./Mos. devoted to this Bus: 160; Approx. No. Hrs. /Mos. devoted to this bus during trading hrs.: 160 4.)4.) Notary Public License # EE 855288 Exp 3/23/2017; David Ellis 2202 N. Westshore Blvd, SUITE 200, TAMPA, FLORIDA, 33607;813-449-4344;4hrs mo during trading hrs; $0 compensation; Non-Investment Related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-12