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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-30 |
| TX | RA | APPROVED | 2015-06-17 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Conroe, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kainos Partners | Jersey Village | TX | 01/2011 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2015 | Present |
| Pensionmark Securities, Llc | Jersey Village | TX | 09/2017 | Present |
| World Investments, Inc. | Conroe | TX | 10/2025 | Present |
1. Life Insurance Agent; NVESTMENT RELATED, ADDRESS: 31903 Wildwood Park Lane,Conroe, TX, 77385 NATURE OF BUSINESS: EMPLOYEE INSURANCE BENEFITS; INDIVIDUAL LIFE, DISABILITY, HEALTH, AND LTC INSURANCE SALES POSITION: SENIOR VICE-PRESIDENT START DATE: 01/2011 HOURS/MONTH: 85 HOURS/MONTH DURING TRADING HOURS: 85 YOUR DUTIES: INSURANCE SALES 2. Hagebusch Enterprises, LLC DBA Pensionmark The Woodlands; Investment Related; 31903 Wildwood Park Lane, Conroe, TX 77385; Insurance Sales & Financial Services; Member/Owner; 10/1/2021; 160 hours per month; 160 hours during trading hours; Sell LIfe/Health Insurance Prodcuts & Retirement Plan Consulting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-28 |
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