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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-23 |
Branch Locations
12647 Alcosta Boulevard, Suite 440, San Ramon, CA 94583 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | San Ramon | CA | 01/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 06/2017 |
| Mml Investors Services, Llc | San Ramon | CA | 03/2017 | 06/2017 |
| Lincoln Financial Advisors | San Ramon | CA | 06/2017 | 08/2021 |
| Pensionmark Securities | Santa Barbara | CA | 08/2021 | Present |
| Pensionmark Financial Group | Santa Barbara | CA | 08/2021 | Present |
| World Investments, Inc. | San Ramon | CA | 10/2025 | Present |
1) Andre Aguado 3043 Montevideo Dr. SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: Offer health, disability, long-term care and traditional life insurance, fixed and equity-indexed annuities START SATE:2004 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-13 |
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