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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-18 |
Branch Locations
19243 Fm 2252 Suite 300, Garden Ridge, TX 78266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 02/2011 | 12/2016 |
| Cross Financial Services Corp | San Antonio | TX | 08/2010 | 09/2019 |
| Pensionmark Financial Group, Llc Dba/Wealthpath | Santa Barbara | CA | 09/2019 | Present |
1. Sundance Trading, LLC; Non-Investment Related; 847 E. Ashby Pl. #622, San Antonio, TX 78212; Amazon online retailer focused on beauty products.; Partner; 5 hours per month; 0 hours during trading hours; Administrative & Book Keeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-05 |
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