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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2018-11-26 |
Branch Locations
232 Center Street, Auburn, ME 04212-3160 • United States
111 Commercial St. Suite 500, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities Inc | Portland | ME | 07/2013 | 05/2018 |
| Healey & Associates Inc | Portland | ME | 06/2013 | 05/2018 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 11/2018 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 11/2018 | Present |
| Angell Pension Group | East Providence | RI | 05/2018 | 11/2018 |
| World Investments, Inc. | Auburn | ME | 10/2025 | Present |
1)HEALEY & ASSOCIATES INC; INVESTMENT RELATED; 10 FREE STREET, PORTLAND, ME 04101; INSURANCE AND RETIREMENT SALES & SERVICE; SALES/SERVICE MANAGER; START DATE 06/2013; INSURANCE PRODUCT SALES, SERVICE AND MANAGEMENT. M EMPLOYEE BENEFITS POSITION: sales service rep NATURE: investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 06/20/2013 ADDRESS: p o box 41, Portland ME 04112, United States DESCRIPTION: sales and service of employer plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-29 |
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