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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investment Advisors, Llc | Santa Barbara | CA | 07/2015 | Present |
| Capfinancial Securities | Raleigh | NC | 07/2015 | 09/2017 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 09/2017 | 11/2025 |
| World Investments, Inc. | Santa Barbara | CA | 10/2025 | Present |
1. Rental Property in Santa Barbara, CA, Non-investment related business, Owner of property since May 2001, approximately 1 hour per month devoted to management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-14 |
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