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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 04/2017 | Present |
| Uc Santa Barbara Buchanan Hall | Goleta | CA | 10/2015 | 06/2018 |
| American River Raft Rentals | Sacramento | CA | 06/2015 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-08 |
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