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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-08-01 |
Branch Locations
475 Kilvert St., Suite 350, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preferred Pump And Equipment | Ct | CT | 06/2017 | 08/2021 |
| Jersey Mike'S | Ct | CT | 05/2016 | 04/2017 |
| Skechers | Nh | NH | 09/2019 | 11/2019 |
| Chik-Fil-A | Ct | CT | 03/2016 | 11/2016 |
| Immaculate High School | Ct | CT | 08/2013 | 05/2017 |
| Ymca | Ct | CT | 05/2018 | 08/2018 |
| Salem Golf Club | Ny | NY | 05/2018 | 05/2018 |
| Lee Seward Plumbing | Ct | CT | 11/2019 | 01/2020 |
| Uber | Ca | CA | 05/2022 | 02/2024 |
| Fidelity Investments | Smithfield | RI | 03/2024 | 06/2025 |
| Keeler Tavern Museum | Ct | CT | 04/2016 | 09/2018 |
| Preferred Pump And Equipment | Ma | MA | 08/2022 | 02/2024 |
| Thomas More College Of Liberal Arts | Nh | NH | 01/2021 | 05/2022 |
| University Of Dallas | Tx | TX | 08/2017 | 06/2018 |
| Thomas More College Of Liberal Arts | Nh | NH | 08/2018 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 07/2025 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 07/2025 | Present |
| World Investments, Inc. | Warwick | RI | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-19 |
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