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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-05-02 |
Branch Locations
475 Kilvert Street Suite 350, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployment | New York | NY | 05/2016 | 02/2017 |
| Wells Fargo Clearing Services, Llc | Mystic | CT | 07/2018 | 01/2021 |
| Metalor Technologies | North Attleboro | MA | 04/2017 | 05/2018 |
| Ameriprise Financial Services Llc | Mystic | CT | 01/2021 | 01/2021 |
| Lpl Financial Llc | Glastonbury | CT | 01/2021 | 04/2023 |
| World Investment Advisors, Llc | Lincroft | NJ | 04/2023 | Present |
| Pensionmark Securities, Llc | Santa Barbara | FL | 04/2023 | 10/2025 |
| World Investments, Inc. | Lincroft | NJ | 10/2025 | Present |
1. Non-Variable Insurance; Investment Related: 475 Kilvert St., Suite 350, Warwick, RI 02886;Non-Variable Insurance; 4/6/2023; 0 hours per month; 0 hours during trading hours; Sales and service of Non-Variable Insurance - currently not selling, however; may do so in the future. 2. Twelve Catering, LLC; Non-Investment Related; 31 State St. Bristol, RI 02809; Owns and operates Foglia, which is a restaurant; Minority Owner; 6/8/2022; 0 hours per month; 0 hours during trading hours; No duties. 3. PensionmarkMeridien (DBA MBI Investment Advisors), Investment Related; 475 Kilvert St. Suite 350, Warwick, RI 02886; Investment Consulting Firm; Advisor; 160 hours per month; 160 hours during trading hours; Consult with client's on their financial needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-24 |
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