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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-25 |
Branch Locations
5401 Business Park South, Suite 122, Bakersfield, CA 93309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensionmark Financial Group | Santa Barbara | CA | 06/2023 | Present |
| The Lynn Company | Bakersfield | CA | 06/2016 | Present |
| Pcf Insurance Services | Bakersfield | CA | 06/2017 | Present |
1. PCF Insurance Services of the West LLC; Non-Investment Related; 5405 Stockdale Highway #101 Bakersfield, CA 93309; Insurance; Full service insurance agency servicing anything from employee benefits to workers compensation and property liability plans for commercial clients; Sales Associate; 6/1/2017; 40 hours per month; 10 hours during trading hours; PCF is the agency used to broker any commercial lines of insurance policies for my group clients, such as: workers compensation, property, liability, auto, etc.. 2. The Lynn Company; Non-Investment Related; 3761 Bernard St. Bakersfield, CA 93306; Employee Benefits brokerage group and individual plans such as medical, dental, vision, life & disability; Sales Associate; 6/1/2017; 160 hours per month; 120 hours during trading hours; bring new group business to the agency and maintain those relationships and services the accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-25 |
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