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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2019 | 05/2024 |
| Farmers Insurance | Farmington | NM | 10/2018 | 02/2019 |
| Starbucks | Farmington | NM | 11/2017 | 10/2018 |
| No Worries Sports Bar & Grill | Farmington | NM | 02/2016 | 09/2017 |
| Edward Jones | St. Louis | MO | 05/2024 | 05/2025 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 06/2025 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 06/2025 | Present |
| World Investments, Inc. | Santa Barbara | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
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