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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-04 |
| SC | RA | APPROVED | 2024-10-29 |
| MA | RA | APPROVED | 2024-06-10 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Bluffton, SC • United States
42 Fiddlers Cove Rd., North Falmouth, MA 02556 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investment Advisors, Llc | Santa Barbara | CA | 08/2015 | Present |
| Capfinancial Securities, Llc | Raleigh | NC | 08/2015 | 09/2017 |
| Pensionmark Securities, Llc | Novato | CA | 09/2017 | 10/2025 |
| World Investments, Llc | North Falmouth | MA | 10/2025 | Present |
1. Outside Non-Variable Insurance Sales; Investment Related; 42 Fiddlers Cove Road, North Falmouth, MA. 02556; Non-Variable Insurance & Annuities; insurance Agent; 9/1/2017; 5 hours per month; 5 hours during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-14 |
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