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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2023-05-02 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curley Consulting | Charlotte | NC | 07/2012 | 04/2023 |
| Butcherjoseph Asset Management, Llc | Charlotte | NC | 06/2016 | 04/2020 |
| Sable Capital Llc | Charlotte | NC | 09/2016 | 04/2023 |
| Butcherjoseph Financial Holdings, Llc | Charlotte | NC | 06/2016 | 04/2023 |
| Laffer Investments Inc | Charlotte | NC | 11/2019 | 02/2023 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 05/2023 | Present |
| Pensionmark Securities, Llc | Santa Barbara | CA | 05/2023 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2025 | Present |
| World Investments, Inc. | Lincroft | NJ | 10/2025 | Present |
1. American Forest Management; Non-Investment Related; 8702 Red Oak Blvd., Suite C, Charlotte, NC 28217; Forest Products Management - Real Estate (Lumber Management); Advisor; 4/30/2023; 2 hours per month; 2 hours during trading hours; Attend Board of directors' meetings and advises the directors on the business issues.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-20 |
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