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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
12647 Alcosta Boulevard, Suite 440, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | San Ramon | CA | 11/2009 | 08/2021 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 08/2021 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 08/2021 | Present |
| World Investments, Inc. | San Ramon | CA | 10/2025 | Present |
1. Basketball Official; Non-Investment Related; POB 667 Danville, CA 94526; Youth Basketball Official, 3RD Grade to HighSchool; Official; 2010; 15 hours per month; 0 hours during trading hours; Officiates youth basketball. 2. EBBOA Basketball Official; P.O. Box 5125 Hercules, CA 94547; Non-Investment Related; Basketball Official; 201736 hours per month; 0 hours during trading hours; Officiates basketball 3. Life Ins., Disbility Ins., LTC Ins., Group Benefits; POB 667 Danville, CA 94526; Investment Related; Insurance; Insurance Agent; 1/26/2005; 10 hours per month; 5 hours during trading hours; Sell life & disability insurance and assist clients with questions. 4. Sourjohn-Kim Insurance Solutions LLS, Investment related, 2603 Camino Ramon STE. 200 San Ramon CA 94583, Nature: Insurance. (Offers: Accidental Death, Health, Liability Income, Fixed /Indexed Annuities, Traditional Life, INSURANCE. Health Savings Accounts and Long-Term Care), Insurance General Agent started 6/1/2022, 4 hours/month, 2 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-04 |
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