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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2007-11-05
  • FL RA
    APPROVED
    Since 2007-11-05

Branch Locations

Oviedo, FL • United States

1052 Willa Springs Drive, Winter Springs, FL 32708 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
David L. Payne Orlando FL 08/1978 Present
Summer Field Financial, Inc. Longwood FL 01/1998 Present
Planmember Securities Corporation Carpinteria CA 10/2007 Present
Inclusiv;Dba Frs Partners Winter Park FL 08/2001 12/2016
Jmd Parnters Llc Winter Springs FL 01/2009 Present
U S Employees Benefits Service Group, Llc Winter Springs FL 01/2005 Present
Retirement Planning Associates (Rpa) Winter Springs FL 01/2005 Present
U.S Retirement Partners Winter Springs FL 12/2008 Present
  • 08/1978 → Present
    David L. Payne
    Orlando, FL
  • 01/1998 → Present
    Summer Field Financial, Inc.
    Longwood, FL
  • 10/2007 → Present
    Carpinteria, CA
  • 08/2001 → 12/2016
    Inclusiv;Dba Frs Partners
    Winter Park, FL
  • 01/2009 → Present
    Jmd Parnters Llc
    Winter Springs, FL
  • 01/2005 → Present
    U S Employees Benefits Service Group, Llc
    Winter Springs, FL
  • 01/2005 → Present
    Retirement Planning Associates (Rpa)
    Winter Springs, FL
  • 12/2008 → Present
    U.S Retirement Partners
    Winter Springs, FL
Previous Registrations
  • 2004-07-07 → 2007-10-08
    Voya Financial Partners, Llc
    Winter Springs, FL
    Winter Springs, FL
  • 2003-03-10 → 2004-07-08
    Longwood, FL
Other Businesses

1)US RETIREMENT PARTNERS(DBA- 12/08)OWNERSHIP-COMMON STOCK IN USRP REPRESENTING APPROXIMATELY 2.2% OF OUTSTANDING SHARES.SUMMER FIELD FINANCIAL,32708;FIXED INSURANCE AND ANNUITY SALES;START 1998;OWNER/PRESIDENT/EMPLOYEE (USRP);160HRS/MO;160HRS/MO DURING TRADING;IR 2) BENCOR INC;1052 WILLA SPRINGS DR WINTER SPRINGS, FL 32708; START DATE: 1/1/2004; A REPRESENTATIVE/AGENT; PROVIDING TAX QUALIFIED, DEFINED CONTRIBUTIOHN RETIREMENT PLANS. /FIXED INSURANCE PRODUCTS; 120HRS/MO; 120 HRS/MO DURING TRADING;IR 3)JMD PARTNERS, LLC:1052 WILLA SPRINGS DRIVE WINTER SPRINGS, FL 32708;START DATE: 1/1/2009;COMMERCIAL REAL ESTATE RENTAL - OFFICE BUILDING HOUSING BRANCH-NOT INVESTMENT RELATED;GENERAL PARTNER;PARTNERSHIP; NUM OF HRS/MTH TO THIS BUSINESS:1 ; NUM OF HRS/MTH BUSINESS DURING TRADING HRS:1 4)U S EMPLOYEES BENEFITS SERVICE GROUP, LLC ; 1052 WILLA SPRINGS DRIVE, WINTER SPRINGS, FL 32708; START DATE: 1/1/2015; 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)RETIREMENT PLANNING ASSOCIATES (RPA) doing business as Daybright Financial; 1052 WILLA SPRINGS DR., WINTER SPRINGS, FL 32708; AGENT; START DATE: 1/1/2005; NATURE OF BUSINESS: SALE OF INVESTMENTS AND INSURANCE PRODUCTS; IR; APPROX. NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS: 0; APPROX. NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 6)Payne Financial Group; 1052 WILLA SPRINGS DR., WINTER SPRINGS, FL 32708; Start Date 9/6/2017; Co-Founder/Agent; Securities and Insurance Sales and Service; 160 hrs/mo; 100 hrs/mo during trading; ir 7)Payne Retirement (associated name for Payne Financial Group); 1052 WILLA SPRINGS DR., WINTER SPRINGS, FL 32708; Start Date 9/22/2017; Co-Founder/Agent; Financial Services; 20 hrs/mo; 15 hrs/mo during trading; IR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-12-07
S65 Uniform Investment Adviser Law Examination 1999-12-06
  • S63 Uniform Securities Agent State Law Examination
    1999-12-07
  • S65 Uniform Investment Adviser Law Examination
    1999-12-06

View on SEC IAPD

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