Courtney E. Munoz

DAYBRIGHT SECURITIES

LAKELAND, FL 33803

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CRD#: 4557980

Professional summary

Courtney Elizabeth Munoz, CFP®, who also goes by Courtney Elizabeth Audet, is a registered financial professional currently at DAYBRIGHT SECURITIES, LLC located in Lakeland, Florida.

Courtney is registered as a RR (Registered Representative) and started their career in finance in 2002. Courtney has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 26, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Courtney Elizabeth Audet

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) - BD

Click below to view Courtney Elizabeth Munoz's CRS (Customer Relationship Summary).

Certified licenses

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

CFP^®

Certified Financial Planner

Experience

Current

March 31, 2023 - Present

DAYBRIGHT SECURITIES, LLC

Office #1: 3003 S. Florida Ave. Suite 202, Lakeland, FL 33803Office #2: 99 Wood Avenue South Suite 501, Iselin, NJ 08830

CRD#: 293128

LAKELAND, FL

Past

June 24, 2019 - September 30, 2025

USRP EQUITIES, LLC

CRD#: 149113

ISELIN, NJ

Past

December 20, 2005 - June 11, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

METAIRIE, LA

Past

August 6, 2002 - November 18, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 6, 2002 - November 18, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(3/31/2023)

California
(3/31/2023)

Connecticut
(3/31/2023)

Florida
(3/31/2023)

Illinois
(3/31/2023)

Indiana
(3/31/2023)

Iowa
(3/31/2023)

Kansas
(3/31/2023)

Louisiana
(3/31/2023)

Maine
(3/31/2023)

Michigan
(3/31/2023)

Minnesota
(3/31/2023)

Nebraska
(3/31/2023)

New Jersey
(3/31/2023)

Ohio
(3/31/2023)

Pennsylvania
(3/31/2023)

Washington
(3/31/2023)

Wisconsin
(3/31/2023)

Exams

State Security Law Exam

IAR

Series 66

Date: 8/24/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/3/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/31/2023

Investment Company Products/Variable Contracts Principal Examination

Principal/Supervisory Exam

Series 51

Date: 8/20/2004

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/8/2004

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

DAYBRIGHT SECURITIES, LLC

DAYBRIGHT SECURITIES, LLC | MIDAMERICA SECURITIES, LLC

CRD#: 293128 / SEC#: , 8-70084

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

3003 S. Florida Ave. Suite 202, Lakeland, FL 33803

Mailing Address

P.o. Box 149, Lakeland, FL 33802

Phone number

(855) 279-9603

Established

Delaware since 11/06/2017

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (20 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
MIDAMERICA ADMINISTRATIVE & RETIREMENT SOLUTIONS, LLC	SOLE MEMBER & MANAGER
HANCOCK BROWN, MELANIE JOY	CCO	7276213
HOPKINS, THOMAS JOHN	FINOP/PFO/POO	1835087
MUNOZ, COURTNEY ELIZABETH	PRESIDENT/CEO	4557980

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Courtney E. Munoz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Courtney Elizabeth Munoz's CRS (Customer Relationship Summary).

Certified licenses

Experience

USRP EQUITIES, LLC

MML INVESTORS SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2002

SIE

Date: 6/11/2018

Series 7

Date: 8/3/2002

Series 26

Date: 3/31/2023

Series 51

Date: 8/20/2004

Series 24

Date: 3/8/2004

FINRA

Current Firm

DAYBRIGHT SECURITIES, LLC

Contact information

FINRA licenses (20 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

DAYBRIGHT SECURITIES, LLC

TRUST BUT VERIFY

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