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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-02-28 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Clearwater, FL • 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 |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 01/2016 | 03/2017 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 01/2016 | 03/2017 |
| Independent Financial Partners | Tampa | FL | 03/2017 | 02/2019 |
| Lpl Financial, Llc | Tampa | FL | 03/2017 | 02/2019 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 02/2019 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 02/2019 | Present |
| World Investments, Inc. | Lincroft | NJ | 11/2024 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 02/2019 | Present |
| World Investments, Inc. | Clearwater | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-20 |
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