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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-22 |
| NY | RA | APPROVED | 2024-10-18 |
Branch Locations
132 W 31St St 12Th Floor, New York, NY 10001 • United States
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Long Valley, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentinel Benefits & Financial Group | New York | NY | 09/2015 | 10/2024 |
| Pensionmark Securities | Santa Barbara | CA | 10/2024 | 11/2024 |
| World Investment Advisors, Llc | Lincroft | NJ | 10/2024 | Present |
1. Non-Variable Insurance; Investment Related; 158 W. 27th St., 5th Floor, New York, NY 10001; Non-Variable Insurance; Insurance Agent; 10/07/2024; 0 hours per month; 0 hours during trading hours; Non-Variable Insurance sales and service. Not currently selling, but may do so in the future.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-22 |
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