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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-31 |
| NJ | RA | APPROVED | 2026-07-15 |
| CO | RA | APPROVED | 2019-03-06 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Retirement Partners | Shorewood | IL | 12/2015 | 02/2019 |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 02/2019 |
| World Investment Advisors, Llc | Lincroft | NJ | 02/2019 | Present |
| Pensionmark Securities, Llc | Santa Barbara | CA | 01/2021 | 11/2025 |
| World Investments, Llc | Lincroft | NJ | 10/2025 | Present |
1. Outside Non-Variable Insurance Sales Littleton, CO 80123; 1/1/1999; Non-Variable Insurance & Annuities; Agent; 1 hours per month; 0 hours per trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments. 2. 401kdeevy LLC; Littleton, CO, Investment related, Nature of business: retirement consulting, Managing director since 2/22/19, 160/180hrs/month during securities trading hours, use the LLC as an operating account and entity. 3. Stetson #36, LLC; Non-Investment Related; Rental Property; Partner; 5/29/2022; 1 hour per month; 1 hour during trading hours; Rental Property. 4. Aruba #303, LLC; Non-Investment Related; Real Estate Company for Vacation Rentals; Littleton,CO 80123; Vacation Rental; Member; 2 hours per month; 2 hours during trading hours; work with property manager who handles most of the day-to-day issues with the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-12 |
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