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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-30 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| World Advisors, Llc | Santa Barbara | CA | 04/2015 | Present |
| Capfinancial Securities, Llc. | Raleigh | NC | 07/2015 | 09/2017 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 09/2017 | 10/2025 |
| World Investments, Inc. | Santa Barbara | CA | 10/2025 | Present |
1. GLG CONSULTING, LEAGUE CITY, TX, NON-INVESTMENT RELATED, CONSULTING ON INVESTMENT INDUSTRY, STARTED JUNE 2017, 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS, SERVE AS A CONSULTANT TO FIRMS LOOKING TO KNOW MORE ABOUT THE INVESTMENT INDUSTRY. 2. TANCK ENTERPRISES, INC., d/b/a THE QDRO SOURCE, NON-INVESTMENT RELATED, 601 93RD AVENUE N, ST. PETERSBURG, FL 33702, TAX & LEGAL CONSULTING/QDRO PREPARATION, OWNER/PRESIDENT, DECEMBER 2008, 20 HOURS PER MONTH DURING SECURITIES TRADING HOURS, DUTIES INCLUDE REVIEW AND PREPARE OF QDROs, EXPERT WITNESS TESTIMONY, PENSION VALUATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-03 |
| S66 | Uniform Combined State Law Examination | 2009-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-25 |
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