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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-21 |
Branch Locations
24 East Cota St. Suite 200, Santa Barbara, CA 93101 • United States
Mailing Address P.O. Box 464, San Luis Rey, CA 92068 • United States
Oceanside, CA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Oceanside | CA | 12/2010 | 05/2019 |
| Independent Financial Partners | Oceanside | CA | 09/2012 | 05/2019 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 05/2019 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 05/2019 | Present |
| World Investments, Inc. | Santa Barbara | CA | 10/2025 | Present |
1. 12/16/2010: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 15% - Term Life, Whole Life, Universal Life, Fixed and Immediate Annuities. 2. 12/27/2010: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 10% - Outside fixed insurance business. 3. 2/15/2011: AmeriEstate - Investment Related - Other-PrePaid Legal - Time Spent 5% - I would be a re-seller charging a fee on different services. AmeriEstate is not a law firm, but they contract with outside attorneys. They provide estate planning services. I would not share in attorney commissions. 4. 6/15/2017 - No Business Name - Investment Related - 180 Bautista Ct. Oceanside CA 92057 - Real Estate Rental - Started 05/01/2017 - 5 Hours Per Month/0 Hours During Securities Trading - AirBnB.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-27 |
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