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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-18 |
| TX | RA | APPROVED | 2025-07-18 |
Branch Locations
1251 Waterfront Place, Suite 525, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axios Advisory Group Ltd | Wexford | PA | 12/1994 | 07/2025 |
| Capfinancial Securities, Llc | Raleigh | NC | 09/2015 | 09/2017 |
| Pensionmark Financial Group, Llc Dba/ Axios Advisory Group | Santa Barbara | CA | 09/2015 | 07/2025 |
| Pensionmark Securities, Llc | Wexford | PA | 09/2017 | 07/2025 |
| Newedge Securities Llc | Pittsburgh | PA | 07/2025 | Present |
| Newedge Advisors | New Orleans | LA | 07/2025 | Present |
(1)AMERICAN PENSION BENEFITS; NON INVESTMENT RELATED; 115 VIP DRIVE, SUITE 120, WEXFORD, PA 15090; Retirement Plan Administration; Partner; 12/1994; 2 HRS MONTH; 0 HRS MONTH; Consult on business operations. (2) AXIOS ADVISORY GROUP, Ltd.; INVESTMENT RELATED; 115 VIP DRIVE, SUITE 120, WEXFORD, PA 15090; NON VARIABLE INSURANCE AND INVESTMENT ADVISORY; MANAGING DIRECTOR/AGENT; 12/1994; 160 HRS MONTH; 160 HRS MONTH; Oversee business operations Sales and service or advisory services. This work is branded as Pensionmark, not axios.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-28 |
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