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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
18872 Mac Arthur Blvd., Suite 410, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker Dealer, Inc. | Roseland | NJ | 06/2009 | 03/2018 |
| Adp Inc. | Sacramento | CA | 06/2009 | 03/2018 |
| Securities America, Inc. | Huntington Beach | CA | 03/2018 | 06/2019 |
| Clearview 401(K) Consultants Inc. | Huntington Beach | CA | 09/2018 | Present |
| Pensionmark Financial Group | Santa Barbara | CA | 07/2019 | Present |
| Pensionmark Securities, Llc | Santa Barbara | CA | 07/2019 | Present |
| World Investments, Inc. | Irvine | CA | 10/2025 | Present |
1. DBA: Clearview 401k Consultants 2. Term Life and other non-variable insurance sales, non-investment related, position: Agent, started 7/1/2019, Devote 12 hours/month during securities trading hours, Duties: sell non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-29 |
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