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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-22 |
| AR | RA | APPROVED | 2015-08-14 |
Branch Locations
5305 Village Parkway Ste 5, Rogers, AR 72758 • United States
437 Newman Springs Road, Lincroft, NJ 07738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensionmark Financial Group, Llc Dba/Wealthpath | Santa Barbara | CA | 07/2015 | Present |
| Pensionmark Securities, Llc | Santa Barbara | CA | 09/2017 | 05/2018 |
| Capfinancial Securities, Llc | Raleigh | NC | 07/2015 | 01/2018 |
| St Bernard Financial Services, Inc | Russellville | AR | 05/2018 | 10/2022 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 10/2022 | Present |
| Wealthpath Investment Advisors | Rogers | AR | 05/2011 | Present |
| World Investments, Inc. | Rogers | AR | 10/2025 | Present |
(1)Non-variable, non-securities life and health insurance business; 5305 Village Parkway STE 5, Rogers, AR 72758; Non Investment Related; Owner; Direct Life & Health Insurance; 1 hour per month; 1 hour during trading hours; Occasionally write life insurance policies, LTC, etc.. (2)Rogers City Council; Non investment related; 7/2012; 301 W Chestnut St, Rogers, AR 72756; ; Alderman; Serving my home town as a council member; 4 hours per month; 0 hours during trading hours; Review & Approve annual budge; establish long-term and short-term objective and priorities; oversee effectiveness of programs and initiatives; pass ordinances & resolutions; review and vote on property zoning changes. (3)Generations Bank Advisory Board; Non-Investment Related; 3710 W Southern Hills Blvd., Rogers, AR, 72758; 1/2019; Advisory Board; Board Member; 1 hour per month; 1 hour during trading hours; Advise Bank on marketing opportunities and prospective customers (4) Kendall Properties; Non-Investment Related; 4455 W Hidden Acres Court, Rogers, AR 72758; 7/2022; LLC Owns Residential Lots; Partner; 1 hours per month; 0 hours during trading hours; Investing in local rental property. (5) Kendall Berry Properties; Non-Investment Related; 5305 W Village Parkway, Suite 5, Rogers, AR 72758; LLC that owns rental properties; Partner; 9/28/22; 0 hours per month; 0 hours during trading hours; Part owner of commercial real estate buildings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-14 |
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