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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2019-12-18 |
| CA | RA | APPROVED | 2019-10-29 |
| TX | RA | APPROVED_RES | 2019-10-29 |
Branch Locations
7455 Arroyo Crossing Pkwy. Suite 200, Las Vegas, NV 89113 • United States
437 Newman Springs Road, Lincroft, NJ 07738 • 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 |
|---|---|---|---|---|
| Fred Hamsayeh | San Diego | CA | 09/2002 | 07/2023 |
| Lpl Financial Llc | Las Vegas | CA | 05/2013 | 10/2019 |
| Independent Financial Partners | Costa Mesa | CA | 05/2013 | 11/2018 |
| Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group) | Las Vegas | NV | 11/2018 | 10/2019 |
| Pensionmark Financial Group, Llc | Las Vegas | NV | 10/2019 | Present |
| Pensionmark Securities | Santa Barbara | CA | 03/2023 | Present |
| World Investments, Inc. | Las Vegas | NV | 10/2025 | Present |
1. A Better Place, LLC; Non-Investment Related; 8545 W. Warm Springs Rd, A-4 #191 Las Vegas, NV 89113; Airbnb Short Term Rentals;; Owner; 8/1/2021; 10 hours per month; 0 hours during trading hours; Manage short term rentals through airbnb and other similar websites. 2. Non-Variable Insurance; Investment Related; 7545 Arroyo Crossing Pkwy Suite 220, Las Vegas, NV 89113; Non-Variable Insurance - VUL/VA; Insurance Agent; 5/8/2023; 10 hours per month; 10 hours during trading hours; Involved with offering Non-Variable Insurance Products to clients/prospects and servicing existing clients. 3. Patriot Growth Insurance Services; Non-Investment Related; 7455 Arroyo Crossing Pkwy, Suite 220, Las Vegas, NV 89113; Employee Benefits and Property & Casualty Insurance; Servicing Agent; 10/01/2024; 80 hours per month; 60 hours during trading hours; Employee Benefits and Property & Casualty Insurance sales and service.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2001-05-12 |
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