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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-07-31 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensionmark Financial Group | Santa Barbara | CA | 07/2015 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 04/2018 | Present |
| World Investments, Inc. | Santa Barbara | CA | 10/2025 | Present |
1. Jenna Marsala Licensed Marriage & Family Therapist, Inc.; Non-Investment Related; 7250 Redwood Blvd., Suite 300 Novato, CA 94945; Therapy; Billing Department; April 2021; 4 hours per month; 0 hours during trading hours; Send out client invoices through QuickBooks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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