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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-26 |
Branch Locations
841 Prudential Dr., Suite 1236, Jacksonville, FL 32207 • United States
1052 Willa Springs Drive, Winter Springs, FL 32708 • United States
1342 Vickers Rd., Tallahassee, FL 32303 • United States
Daytona St College 1200 W International Spdwy Blvd Bldg 100, Suite 224-B, Daytona Beach, FL 32114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Livingston Energy | Lexington | KY | 02/2009 | 09/2016 |
| Planmember Securities Corporation | Carpinteria | CA | 09/2018 | Present |
| Rpa | Winter Springs | FL | 09/2018 | Present |
| Bencor | Winter Springs | FL | 09/2018 | Present |
| Rre Ventures Inc | New Smyrna Beach | FL | 09/2018 | Present |
| Anders & Anders Financial Group | New Smyrna Beach | FL | 09/2016 | 08/2018 |
1) Retirement Planning Associates (RPA) dba Daybright Financial -1052 Willa Springs Dr, Winter Springs, FL 32708; Investment related; Financial (insurance & securities) sales & svcs; Agent; Start date 9/2018; 20 hrs/mnth & during trading. 2) Bencor-1052 Willa Springs Dr, Winter Springs, FL 32708; Investment related; Tax qualified , defined contribution retirement plans/fixed insurance sales & svcs; Agent; Start date 9/2018; 80 hrs/mnth; 60 hrs/mnth during trading. 3) RRE Ventures Inc- 2760 Pearl Lake Trail , New Smyrna Beach, FL 32168; Investment related; Sales - commissions for fixed and fixed indexed products; President; Start date 9/18; 4 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-01 |
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