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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-18 |
| AR | RA | APPROVED | 2024-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensionmark Financial Group | Santa Barbara | CA | 05/2024 | Present |
| Arvest Bank Group | Lowell | AR | 05/2000 | 04/2024 |
1. Arvest Bank; Non-Investment Related; 202 S Goad Springs Road, Lowell, AR 72745; Mortgage operations and Title/Settlement service operations. Serve on their boards as well as provide them with operational and technology consultations. Arvest is privately held company.; Business Analyst 2 (Strategic Advisor); 5/1/2024; 40 hours per month; 0 hours during trading hours; Board member on both their Arvest Mortgage Board as well as Waco Title board. Serve as strategic advisor to both their CEO of their mortgage company as well as their title company. 2. NU-Vista Management, LLC; Non-Investment Related; Bentonville, AR 72712; Holder of 25% interest in Vista Holdings LLC which builds and sells houses in Bella Vista Arkansas.; Manager/Member; 1/1/2023; 1 hour per month; 0 hours during trading hours; Holder of 25% interest in Vista Holdings LLC which builds and sells houses in Bella Vista Arkansas. Pay the bills for the company. Pays bills for the company. 3. Vista Holdings LLC; Non-Investment Related; 3333 PINNACLE HILLS PKWY SUITE 410 ROGERS, AR 72758; Build new houses and sell houses. Hold real estate.; Member; 6/30/2020; 5 hours per month; 0 hours during trading hours; Build new houses and hold lots in Bella Vista Arkansas. Pay Bills for the company. 4. Harryhayski LLC; Non-Investment Related; Bentonville, AR 72712; Rental real estate builds and leasing. I have a builder who builds for me and REMAX Real Estate that leases the houses and does all property management.; Member and Manager; 6/1/2020; 10 hours per month; 0 hours during trading hours; Managing member of the LLC. Rental real estate builds and leasing. I have a builder who builds for me and REMAX Real Estate that leases the houses and does all property management. 5. Perken Investments LLC; Non-Investment Related; Bentonville, AR 72712; Rental real estate. No assets in LLC now; 1 hour per month; 0 hours during trading hours; Rental real estate. No assets in LLC now. One other partner in the LLC that's a homebuilder. Pay bills for the company. 6. Estate of Administrator of Mark Steven Bryant; Non-Investment Related; Bentonville, AR 72712; Serve as special administrator to Mark Steven Bryant estate; 9/1/2024; 1 hour per month; 1 hour during trading hours; Serve as special administrator to Estate of deceased. 7. Ken Jae Yoo, LLC; Non-Investment Related; 250 SE B Street Bentonville, AR 72712; Build and hold Rental Property; Manger/Member; 6/13/2024; 5 hours per month; 0 hours during trading hours; Own and build rental properties. Dedicated property manager by outside entity. 8. Homekynd; Non-Investment Related; 2410 Bryan St. Austin, TX 78702; Technology Startup using AI for furniture staging, placing and selling via ecommerce; Strategic Advisor Board member; 9/8/2025; 5 hours per month; 0 hours during trading hours; Attending quarterly board meetings to discuss strategy for an AI built software company that deals with real estate staging and furniture sales.
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