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Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-06-11
  • CA RA
    APPROVED
    Since 2019-06-11

Branch Locations

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pensionmark Financial Group, Llc Santa Barbara CA 05/2015 07/2017
Capfinancial Securities, Llc. Raleigh NC 05/2015 07/2017
Pensionmark Securities, Llc Santa Barbara CA 06/2019 Present
Pensionmark Financial Group, Llc Santa Barbara CA 06/2019 Present
Thane Construction Corporation Santa Barbara CA 05/2015 Present
World Investments, Inc. Santa Barbara CA 10/2025 Present
  • 05/2015 → 07/2017
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
  • 05/2015 → 07/2017
    Capfinancial Securities, Llc.
    Raleigh, NC
  • 06/2019 → Present
    Pensionmark Securities, Llc
    Santa Barbara, CA
  • 06/2019 → Present
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
  • 05/2015 → Present
    Thane Construction Corporation
    Santa Barbara, CA
  • 10/2025 → Present
    World Investments, Inc.
    Santa Barbara, CA
Previous Registrations
Other Businesses

THANE CONSTRUCTION CORPORATION 315 Meigs Road, #A127 SANTA BARBARA, CA 93109 HUSBAND'S COMPANY. THIS IS NOT INVESTED RELATED, IT IS A CONSTRUCTION COMPANY. APPROX 80 HOURS A MONTH. APPROX 40 HOURS A MONTH DURING TRADING HOURS. START DATE 05/01/2015. DUTIES ARE ADMINISTRATIVE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-12
S63 Uniform Securities Agent State Law Examination 2009-04-20
  • S65 Uniform Investment Adviser Law Examination
    2011-05-12
  • S63 Uniform Securities Agent State Law Examination
    2009-04-20
Other Names
  • Krista Kay Hauser
  • Krista Kay Jensen

View on SEC IAPD

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