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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dunuwila Financial Management | Fayetteville | NY | 09/2015 | 12/2016 |
| Bene Solutions | Syracuse | NY | 01/2016 | 04/2017 |
| Ibn Financial Services Inc | Liverpool | NY | 04/2017 | 02/2023 |
| World Investment Advisors, Llc | Lincroft | NJ | 02/2023 | Present |
| Pensionmark Securities, Llc | Santa Barbara | CA | 02/2023 | 10/2025 |
| World Investments, Inc. | Lincroft | NJ | 09/2025 | Present |
1. FINRA; Investment Related; 2500 Brewerton Rd., Mattydale, NY 13211; Arbitrator in FINRA cases; Arbitrator; 10/28/2018; 0 hours per month; 0 hours during trading hours; May act as an arbitrator in FINRA Disputes 2. Registered Branch Services, LLC; Investment Related; 2500 Brewerton Rd., Mattydale, NY 13211; Conducting onsite exams of FINRA registered locations and virtual exams of non-registered locations; Branch Examiner; 3/1/2023; 10 hours per month; 0 hours during trading hours; Conduct Branch exams and report findings to management. 3. Rental Property; Non-Investment Related; 4162B Burningtree Rd. Liverpool NY 13090; Rental of Single Family home; 1/1/2017; 2 hours per month; 0 hours during market hours; Own & Rent a single family townhome. 4. Non-Variable Insurance; Investment Related; 2500 Brewerton Rd. Syracuse, NY 13211; Non-Variable Insurance sales; Insurance Agent; 1 hour per month; 1 hour during trading hours; Sales and Service of non-variable insurance sales. Not currently selling, but may do so i the future. 5. Amazon; Non-Investment Related; Syracuse, NY 13211; Receive items from Amazon at no charge in exchange for reviewing the products. Products must be held for 6 months before selling or otherwise disposing of them. A 1099 is issued at the end of the year for the value of the products received; Product Reviewer; 1/25/2026; 10 hours per month; 0 hours during trading hours; Select items from a curated list provided by Amazon and test those products. Then I have to write a review. I can sell the products if desired, but I must hold them for 6 months.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-20 |
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