Matthew Loren Voecks

Current Employers

World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2016-03-01

MN RA
APPROVED

Since 2016-03-01

Branch Locations

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Mendota, MN • United States

3500 American Boulevard West, Suite 450, Bloomington, MN 55431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capfinancial Securities, Llc	Raleigh	NC	02/2016	09/2017
World Investment Advisors, Llc	Santa Barbara	CA	02/2016	Present
Pensionmark Securities, Llc	St. Paul	MN	09/2017	Present
World Investments, Inc.	Bloomington	MN	10/2025	Present

02/2016 → 09/2017

Capfinancial Securities, Llc

Raleigh, NC
02/2016 → Present

World Investment Advisors, Llc

Santa Barbara, CA
09/2017 → Present

Pensionmark Securities, Llc

St. Paul, MN
10/2025 → Present

World Investments, Inc.

Bloomington, MN

Other Businesses

1. ML Ventures, LLC; Investment Related; Mendota Heights, MN 55118; Formed for Tax Purposes only; Owner; 5/1/2022; 8 hours per month; 8 hours during trading hours; This LLC is not being held out to the public and is for tax purposes only for my Advisory business. 2. Non-Variable Insurance; Investment Related; 3500 American Boulevard West, Suite 450, Bloomington, MN 55431; Non-Variable Insurance and Annuities; Insurance Agent; 5/1/2024; 0 hours per month; 0 hours during trading hours; Sales & Service of non-variable insurance and annuities. I am not currently selling, but I may do so in the future.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-01-22

S66 Uniform Combined State Law Examination

2004-01-22