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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-17 |
| NY | RA | APPROVED | 2021-08-10 |
Branch Locations
800 Westchester Ave. Suite S-714, Rye Brook, NY 10573 • United States
437 Newman Springs Road, Lincroft, NJ 07738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 08/2020 |
| Assured Skcg, Inc | White Plains | NY | 11/2011 | 07/2017 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 09/2020 | 10/2025 |
| World Investment Advisors, Llc | Lincroft | NJ | 09/2020 | Present |
| Assuredpartners Northeast, Llc | White Plains | NY | 07/2017 | Present |
| World Investments, Inc. | White Plains | NY | 10/2025 | Present |
1. ASSUREDPARTNERS NORTHEAST, LLC; INVESTMENT RELATED;800 Westchester Ave. Suite S-714, Rye Brook, NY 10573; INSURANCE AGENCY; VICE PRESIDENT, Retirement Services; 7/2017; A150 HOURS PER MONTH; 130 HOURS DURING TRADING HOURS; MANAGE THE RETIREMENT SERVICES DEPARTMENT. 2. ASSURED PARTNERS; INVESTMENT RELATED; 200 Colonial Center Parkway, Lake Mary, FL 32746; Acquires property/casualty agencies and employee benefits firms; VICE PRESIDENT, Retirement Services; 0 hours per month; 0 hours during trading hours; no duties. This is a parent company of AssuredParnters NE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-04-22 |
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