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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2017-02-21 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
475 Kilvert Street Suite 350, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Segall & Associates, Llc | Oakton | VA | 09/2003 | Present |
| Meridien Benefits, Inc. | Warwick | RI | 01/2014 | Present |
| Meridien Financial Group, Inc. | Providence | RI | 01/2014 | 01/2019 |
| World Investment Advisors, Llc | Santa Barbara | CA | 02/2017 | Present |
| Pensionmark Securities, Llc | Santa Barbara | CA | 12/2018 | Present |
| World Investments, Inc. | Warwick | RI | 10/2025 | Present |
(1) Segall & Associates, LLC.; NOT investment related; 26 Grotto Ave #2L, Providence, RI 02906; Insurance Marketing/Services; Managing Member/Owner; 09/2003; 5 hours/month; 5 hour/month during trading; Sales/Marketing/Admin. (2) Meridien Benefits, Inc.; NOT investment related; 475 Kilvert St., Suite 350, Warwick, RI 02886; Consulting/Life Insurance Marketing; Executive Vice President; 01/2014; Full-time; Full-time during trading; Sales/Marketing/Admin.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-05 |
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