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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-17 |
| CO | RA | APPROVED | 2016-04-05 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Colorado Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Securities, Llc | Raleigh | NC | 03/2016 | 09/2017 |
| World Investment Advisors, Llc | Santa Barbara | CA | 02/2016 | Present |
| Assured Partners Of Co Dba The Wright Group Services | Denver | CO | 02/2016 | 01/2026 |
| Pensionmark Securities, Llc | Denver | CO | 09/2017 | 10/2025 |
| Assuredpartners Investment Advisors | Tampa | FL | 10/2024 | 01/2026 |
| World Investments, Inc. | Denver | CO | 10/2025 | Present |
1. Rental Home Ownership; Non-Investment Related; 9583 E Caley Circle, Engelwood, CO 80111; Purchasing homes & renting them out for additional income. Owner; 3/9/2021; 2 hours per month; 2 hours during trading hours; Purchasing the properties and the realtor sources the opportunities and manages the properties and renters. 2. AssuredSecure AZ, LLC; Non-Investment Related; 7440 E Hubbell Street, Scottsdale, AZ 85257; Short Term Rental - Real Estate; Owner; 11/12/2025; 5 hours per month; 0 hours during trading hours; Management responsibilities of approving renters and dealing with issues.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-23 |
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