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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-12-03 |
Branch Locations
18872 Mac Arthur Blvd., Suite 410, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensionmark Securities, Llc | Santa Barbara | CA | 02/2016 | 03/2020 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 02/2016 | 03/2020 |
| University Of California Santa Barbara | Santa Barbara | CA | 05/2007 | 12/2016 |
| Unemployed | Chula Vista | CA | 03/2020 | 06/2020 |
| Pensionmark Securities, Llc | Chula Vista | CA | 06/2020 | Present |
| Clearview 401K Consultants, Inc. | Huntington Beach | CA | 06/2020 | Present |
| World Investments, Inc. | Irvine | CA | 10/2025 | Present |
1) Clearview 401k Consultants, Inc.; Investment Related; 18586 Main St. Huntington Beach, CA 92648; Investment Advisory Services; Branch Operations Manager;6/22/2020; Manage the operations aspect of the business and interact with Individuals clients as well as 401k clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-21 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-03 |
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