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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-05-20 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • 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 |
|---|---|---|---|---|
| Pensionmark Retirement Group | Santa Barbara | CA | 08/2013 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 05/2015 | Present |
| Pfg Securites Llc | Santa Barbara | CA | 03/2017 | Present |
| Captrust Financial Advisors | Raleigh | NC | 05/2015 | Present |
| Pensionmark Wealth Management | Santa Barbara | CA | 05/2013 | Present |
| World Investments, Inc. | Santa Barbara | CA | 10/2025 | Present |
1. 6/7/2013: REAL ESTATE RENTAL - RYCAMA, LLC - ONE COMMERCIAL BUILDING WITH 5 TENANTS. - TIME SPENT 1% - SANTA BARBARA, CA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-22 |
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