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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2015-07-27 |
Branch Locations
5305 Village Pkwy Suite 5, Rogers, AR 72758 • 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 |
|---|---|---|---|---|
| Wealthpath Investment Advisors | Rogers | AR | 01/2014 | Present |
| Pensionmark Financial Group, Llc Dba/ Wealthpath | Santa Barbara | CA | 07/2015 | Present |
1) Erik Berry (No business name); Non-Investment Related; Own & Rent commercial property; Owner; 2014; 4 hours per month; 2 hours during trading hours; Answer renter questions, arrange leases; maintenance; may buy/sell property in the future. 2) Kendall Berry Properties, LLC; Non-Investment Related; Own & Rent Commercial Property to renters as via direct ownership of property by the LLC and as an Owner of OZRE Willow Creek Partners by the LLC; Owner; 3/28/22; 3 hours per month; 2 hours during trading hours; Handle questions from renters, assist with maintenance of building and collect rents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-12 |
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