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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-06-12 |
Branch Locations
19269 Fm 2252, Ste. 200, Garden Ridge, TX 78266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Securities, Llc | Garden Ridge | TX | 05/2015 | 09/2017 |
| World Investment Advisors, Llc | Lincroft | NJ | 05/2015 | Present |
| Pensionmark Securities, Llc | Garden Ridge | TX | 09/2017 | 10/2025 |
| World Investments, Llc | Lincroft | NJ | 10/2025 | Present |
(1)USTRC - UNITED STATES TEAM ROPING CHAMPIONSHIPS; NON-INVESTMENT RELATED; RODEO (TEAM ROPING); 8/13/2013; 4 hours per month; 1 hour during trading hours; ON OCCASION I PARTICIPATE IN AMATEUR RODEO AND TEAM ROPING EVENTS AND CAN WIN MONEY FROM TIME TO TIME. (2) WD FARM & RANCH; NON-INVESTMENT RELATED; 415 Brietzke Rd., Seguin, TX 78155; FARM; OWNER; 8/202013; 10 HOURS PER MONTH; 1 HOUR DURING TRADING HOURS; WE RAISE HORSES AND HAY. (3) Outside Non-Variable Insurance; Investment Related; 19269 FM 2252, Suite 200, Garden Ridge Texas 78266; Non-Variable Insurance sales; Insurance Agent; 8/15/2005; 1 hour per month; 1 hour per trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments. (4) Paylocity; Non-Investment Related; 1400 American Lane, Schaumburg, Illinois, 60173; Payroll Provider; Solicitor;7/29/2025; 1 hour per month; 1 hour during trading hours; We refer potential clients to Paylocity for payroll services. (5) 4S Back 25, LLC; Non-Investment Related; 19269 FM 2252, Ste 200, Garden Ridge, TX 78266; Commercial Real Estate; Owner; 9/1/2025; 1 hour per month; 1 hour during trading hours; Manage rental properties, including overseeing leases, coordinating maintenance and repairs, collecting rent, and handling tenant relations and property operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-08 |
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