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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-21 |
| FL | RA | APPROVED | 2007-10-10 |
Branch Locations
1052 Willa Springs Drive, Winter Springs, FL 32708 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ind Agent | Orlando | FL | 02/2003 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 10/2007 | Present |
| Us Employee Benefits Services Group, Llc | Winter Springs | FL | 01/2015 | Present |
| Retirement Planning Associates | Winter Springs | FL | 01/1998 | Present |
| Bencor, Inc. | Winter Springs | FL | 01/1998 | Present |
| Lake Mary Glbpa Inc. | Lake Mary | FL | 11/2021 | 02/2024 |
1)RETIREMENT PLANNING ASSOCIATES / Daybright Financial - 1052 WILLA SPRINGS, WINTER SPRINGS, FL; START 1998; AGENT;SELLS INSURANCE AND INVESTMENT PRODUCTS; 120HRS/MONTH &DURING TRADING; , IR. 2) BENCOR, INC 1052 WILLA SPRINGS, WINTER SPRINGS, FL ; START 1998;REPRESENTATIVE INDEPENDENT AGENCY PROVIDING TAX QUALIFIED, DEFINED CONTRIBUTION RETIREMENT PLANS 120HRS/MONTH &DURING TRADING; IR; 3)U S EMPLOYEE BENEFITS SERVICES GROUP, LLC, 1052 WILLA SPRINGS DRIVE, WINTER SPRINGS, FL 32708; AGENT; START DATE: 1/1/2015; NATURE OF BUSINESS: UMBRELLA COMPANY FOR USRP BENEFITS GROUP - INSURANCE, BENEFITS ADMINISTRATOR AND INVESTMENTS; IR; APPROX NO. HRS./MOS. DEVOTED TO THIS BUS: 0; APPROX. NO. HRS./MOS. DEVOTED TO THIS BUS DURING TRADING HRS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-04 |
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