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Susana Estrada-Abundis

World Investment Advisors, LLC

Lincroft, NJ

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Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pensionmark Financial Group Santa Barbara CA 06/2019 Present
Pensionmark Financial Group Santa Barbara CA 06/2017 Present
Amazon Goleta CA 09/2015 06/2017
  • 06/2019 → Present
    Pensionmark Financial Group
    Santa Barbara, CA
  • 06/2017 → Present
    Pensionmark Financial Group
    Santa Barbara, CA
  • 09/2015 → 06/2017
    Amazon
    Goleta, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-30
  • S65 Uniform Investment Adviser Law Examination
    2019-09-30

View on SEC IAPD

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