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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-08-04 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
21 S. California Street Suite 201, Ventura, CA 93001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensionmark Financial Group Dba/Pensionmark Wealth Management | Santa Barbara | CA | 07/2015 | Present |
| Capfinancial Securities, Llc | Santa Barbara | CA | 07/2015 | 09/2017 |
| Pensionmark Dba Cloudbreak Financial | Santa Barbara | CA | 06/2016 | 06/2019 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 09/2017 | Present |
| World Investments, Inc. | Santa Barbara | CA | 10/2025 | Present |
1. Non-Variable Insurance Sales, Various carriers, 21 S.California St., Suite #201, Ventura, CA 93001, Investment related, Nature of business: Non-Variable insurance products, Position: Agent started 7/25/2019, 5 hours per month; 2 hours per month during trading hours, Duties: Analyze clients non-variable insurance needs and make appropriate recommendations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-19 |
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