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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Securities, Llc. | Raleigh | NC | 06/2015 | 09/2017 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2015 | Present |
| Pensionmark Securities, Llc | Santa Barbara | CA | 09/2017 | Present |
1. Independent Insurance Agent - 2008; 27240 Turberry Lane Suite 200 Space 38, Group Health Insurance; Provide group health insurance to one client; 1 hour per month, 1 hour during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-04 |
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