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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2007-11-05 |
Branch Locations
1052 Willa Springs Drive, Winter Springs, FL 32708 • United States
982 Brevard Ave #2, Rockledge, FL 32955 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-07 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
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