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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-08-22 |
| FL | RA | APPROVED | 2016-12-02 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
6501 Arlington Expressway, Suite 213B, Jacksonville, FL 32211 • United States
Bryceville, FL • 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 |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 08/2013 | 11/2016 |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 09/2013 | 11/2016 |
| Pensionmark Financial Group Dba Ecm Group, Llc | Jacksonville | FL | 11/2016 | Present |
| Capfinancial Securities, Llc | Jacksonville | FL | 11/2016 | 09/2017 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 09/2017 | Present |
| World Investments, Inc. | Jacksonville | FL | 10/2025 | Present |
1. "LION STREET, INC. DBA ECM GROUP,LLC; INVESTMENT RELATED; 6501 Arlington Expressway, Suite 213B, Jacksonville, FL 32211; Brokerage of Non-Registered insurance product and annuities; General Parnter; 1/1/2003; 8 HRS MONTH; 8 HRS MONTH; Present insurance products and annuities to client's and prospects. 2. Independent Fiduciary Consulting, Inc.; Non-Investment Related; 6501 Arlington Expressway, Suite 213B, Jacksonville, FL 32211; 3(16) Administrator Consulting Services; Owner; 8/2017; 8 Hours per Month; 8 Hours per Month During Trading Hours; Serve as 3(16) Fiduciary", providing administrative services to plan sponsors. 3. First Coast Drone Work, LLC; Non-Investment Related; Drone Operations, flying, record video, photography & editing; Remote Pilot; 5/1/2022; 5 hours per month; 0 hours during trading hours; Aerial Video & Photography
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-05-01 |
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