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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-11 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Aliso Viejo, CA • United States
18872 Macarthur Blvd., Suite 410, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penniall & Associates, Inc. | Pasadena | CA | 10/2013 | 06/2018 |
| Retirement Wellness Group, Llc | Newport Beach | CA | 07/2018 | 10/2018 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-27 |
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