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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-02 |
Branch Locations
18872 Mac Arthur Blvd., Suite 410, Irvine, CA 92614 • 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 |
|---|---|---|---|---|
| National Planning Corporation | Orange | CA | 04/2009 | 10/2017 |
| Clearview 401(K) Consultants, Inc. | Orange | CA | 10/2011 | Present |
| Securities America, Inc. | Huntington Beach | CA | 10/2017 | 06/2019 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 07/2019 | Present |
| Pensionmark Financial Group, Llc Dba Clearview 401(K) Consultant | Santa Barbara | CA | 07/2019 | Present |
| World Investments, Inc. | Irvine | CA | 10/2025 | Present |
1. David Vaughan Position: Insurance Sales Nature: Life & Health Insurance Sales Investment Related: Yes Hours: 2 Securities Trading Hours: 1 Start Date: 02/01/2004 Address: 18586 Main Street, Huntington Beach CA 92648
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-16 |
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