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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-17 |
| CA | RA | APPROVED | 2015-12-28 |
Branch Locations
13475 Danielson Street, San Diego, CA 92064 • 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 |
|---|---|---|---|---|
| California Corporate Benefits Insurance | San Diego | CA | 08/1986 | Present |
| Pensionmark Financial Group Dba California Corporate Retirement | Santa Barbara | GA | 11/2015 | Present |
| Capfinancial Securities, Llc | Raleigh | NC | 11/2015 | 09/2017 |
| Pensionmark Securities, Llc | Poway | CA | 09/2017 | Present |
(1) CALIFORNIA CORPORATE BENEFITS INSURANCE SERVICES; NON INVESTMENT RELATED; 16955 VIA DEL CAMPO,SUITE 100, SAN DIEGO, CA; EMPLOYEE BENEFITS INSURANCE BROKERAGE AND CONSULTING; PRESIDENT AND CEO; 8/1984; 120 HRS MONTH; 80 HRS MONTH; LEADERSHIP, SALES MARKETING & SERVICE (2) Patriot Growth Insurance Services (DBA of California Corporate Benefits); 1/1/2019; Vice President; Employee Benefits and Property & Casualty Insurance sales and service; 80 hours per month; 60 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-24 |
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