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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-25 |
| CA | RA | APPROVED | 2019-07-01 |
Branch Locations
1801 E. Edinger Ave. Suite 210-K, Santa Ana, CA 92705 • United States
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Corona, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Huntington Beach | CA | 07/2016 | 10/2017 |
| Clearview 401(K) Consultants Inc. | Huntington Beach | CA | 11/2016 | 07/2023 |
| Securities America, Inc. | Huntington Beach | CA | 10/2017 | 06/2019 |
| Securities America Advisors | Huntington Beach | CA | 10/2017 | 06/2019 |
| World Investment Advisors, Llc | Santa Barbara | CA | 07/2019 | Present |
1. Jurs Montgomery Position: Sell life insurance - Nature: Life Insurance Sales - Investment Related: No - Hours: 2 - Securities Trading Hours: 2 - Start Date: 08/04/2017 - Address: 10 Post Office Square, 8th Floor South, Boston MA 02109, United States 2. First American Insurance Underwriting (FAIU); Investment Related; 1159 Pittsford-Victor Rd. Suite 125, Pittsford, NY 14534; Life Insurance; Sales; 1/1/2021; 1 hour per month; 1 hour during trading hours; Term Insurance Sales 3. Life Insurance - Various Companies; Investment Related; Corona, CA 92882; Life Insurance; Sales; 1/1/2021 1 hour per month; 1 hour during trading hours; sales 4. AssuredPartners; Non-Investment Related; 450 S. Orange Ave, 4th Floor, Orlando, FL 32801; P&C Benefits; Benefits Consultant; 7/1/2023; 2 hours per month; 2 hours during trading hours; Sit within a P&C Benefit Office. I refer client's and hand off.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-27 |
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