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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-05 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
550 S. Watters Rd., Suite 299, Allen, TX 75013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investment Advisors, Llc | Santa Barbara | CA | 01/2016 | Present |
| Capfinancial Securities, Llc. | Raleigh | NC | 01/2016 | 09/2017 |
| Pensionmark Securities, Llc | Dallas | TX | 09/2017 | 10/2025 |
| World Investments, Inc. | Allen | TX | 10/2025 | Present |
1. 01/15/2019, Joe Stack Consulting, Inc., Frisco TX, Investment related: No, CEO/President, Corp formed for tax purposes only, no client involvement, not held out to the public. 2.Non-Variable Insurance Sales; Investment Related; 550 S. Watters Road, Suite 200 Allen, TX 75013; Non-Variable Insurance Sales; Insurance Agent; 1/1/2021; 160 hours per month; 160 hours during trading hours; 120 hours during trading hours; Sales and service of non-variable insurance and annuity products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-21 |
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