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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-26 |
| NJ | RA | APPROVED | 2021-02-22 |
Branch Locations
1700 Broadway, 7Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 01/2021 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 04/2020 | 12/2020 |
| Clemson University | Clemson | SC | 09/2019 | 03/2020 |
| Medalist Capital | Charlotte | NC | 05/2019 | 08/2019 |
| Clemson University | Clemson | SC | 09/2018 | 04/2019 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 05/2018 | 08/2018 |
| Trump National Golf Course | Bedminster | NJ | 04/2016 | 04/2018 |
1. Ridge Retirement Consultants, LLC; Investment Related; 17 Bedford Drive, Basking Ridge, NJ 07920; LLC for Tax Reporting Purposes only; Consultant; 4/1/2022; 1 hour per month; 1 hour per trading hours; may perform minor managerial duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-01 |
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