Pamela D. Mayer

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CRD#: 1173252

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Pamela Denise Mayer, who also goes by Pamela D Berkey, Pamela D Berky, Pamela Denise Berky, was a registered financial professional .

Pamela is a previously registered financial professional and started their career in finance in 1984. Pamela had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 27, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Pamela D Berkey | Pamela D Berky | Pamela Denise Berky

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

August 29, 2023 - March 5, 2025

DAYBRIGHT ADVISORY SERVICES, INC.

RIA

CRD#: 133795

NASHVILLE, TN

Past

January 11, 2006 - March 10, 2008

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

March 3, 2005 - January 3, 2006

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

HARRISON, NY

Past

July 19, 2004 - February 23, 2005

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

HARRISON, NY

Past

February 3, 2003 - February 4, 2004

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

August 31, 2000 - January 30, 2003

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

September 3, 1998 - January 4, 1999

BA INVESTMENT SERVICES, INC.

CRD#: 12965

OAKLAND, CA

Past

June 12, 1995 - July 28, 1998

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

Past

March 31, 1993 - October 10, 1995

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

Past

November 21, 1984 - April 22, 1991

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DAYBRIGHT ADVISORY SERVICES, INC.

DAYBRIGHT ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES | THE RETIREMENT PLAN COMPANY, LLC

CRD#: 133795 / SEC#: 801-93173

RIA

Registered Investment Advisory firm - (4/16/2015 Approved)

Tennessee

Registered Investment Advisory firm - (9/3/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/28/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/18/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/17/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 4/20/1987

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 4

Date: 2/26/1986

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/31/1986

General Securities Principal Examination

Current Firm

DAYBRIGHT ADVISORY SERVICES, INC.

DAYBRIGHT ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES | THE RETIREMENT PLAN COMPANY, LLC

CRD#: 133795 / SEC#: 801-93173

RIA

Registered Investment Advisory firm - (4/16/2015 Approved)

Tennessee

Registered Investment Advisory firm - (9/3/2015 Terminated)

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Contact information

Main Address

9350 South Dixie Highway Suite 1560, Miami, FL 33156

Mailing Address

P.o.box 50, Lakeland, FL 33802

Phone number

(305) 671-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAYBRIGHT ADV PART 2A DISCLOSURE BROCHURE (8/5/2025)

Regulatory assets under management

Total Number of Accounts	2,170
AUM (Assets Under Management)	$ 4,212,361,531

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/09/2025	Cover Page	Report
01/22/2024	Cover Page	Report
12/22/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Pamela D. Mayer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VOYA FINANCIAL PARTNERS, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

HIMCO DISTRIBUTION SERVICES COMPANY

BA INVESTMENT SERVICES, INC.

INVESCO CAPITAL MARKETS, INC.

ADVANTAGE CAPITAL CORPORATION

SEI INVESTMENTS DISTRIBUTION CO.

Primary Firm SEC Registration

DAYBRIGHT ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2023

Series 63

Date: 1/18/1985

Series 7

Date: 11/17/1984

Series 27

Date: 4/20/1987

Series 4

Date: 2/26/1986

Series 24

Date: 1/31/1986

Current Firm

DAYBRIGHT ADVISORY SERVICES, INC.

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DAYBRIGHT ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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