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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Scottsearch Llc | Dallas | TX | 01/2000 | 09/2018 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 10/2018 | Present |
1) Dunn-Scott Investments, not investment related, 1356 Highlands Rd. Dallas, TX 75218 - Rental Property, Find rental properties to invest in, 5 hours per month, 5 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-25 |
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