Mikko John Passananti

Current Employers

World Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-10-04
LA	RA	APPROVED	2023-01-06
NY	RA	APPROVED	2021-08-12
RI	RA	APPROVED	2018-06-18

TX RA
APPROVED_RES

Since 2023-10-04
LA RA
APPROVED

Since 2023-01-06
NY RA
APPROVED

Since 2021-08-12
RI RA
APPROVED

Since 2018-06-18

Branch Locations

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

475 Kilvert Street Suite 350, Warwick, RI 02886 • United States

1700 Broadway, 7Th Floor, New York, NY 10019 • 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

Organization	City	State	From	To
Meridien Benefits, Inc.	Warwick	RI	01/2009	Present
World Investment Advisors, Llc	Lincroft	NJ	06/2018	Present
Pjm Financial Llc	Providence	RI	05/2005	Present
Pensionmark Securities, Llc	Santa Barbara	CA	12/2018	10/2025
World Investments, Llc	New York	NY	10/2025	Present

01/2009 → Present

Meridien Benefits, Inc.

Warwick, RI
06/2018 → Present

World Investment Advisors, Llc

Lincroft, NJ
05/2005 → Present

Pjm Financial Llc

Providence, RI
12/2018 → 10/2025

Pensionmark Securities, Llc

Santa Barbara, CA
10/2025 → Present

World Investments, Llc

New York, NY

Other Businesses

1. PJM FINANCIAL, LLC; INVESTMENT RELATED; 475 Kilvert Street| Suite 350 | Warwick, RI 02886; 4/12/2021; Non-Variable Insurance Sales; Sole Owner/Insurance Agent;1 hour per month; 1 hour during trading hours; Sales and service of Non-Variable Insurance and annuities. 2. Meridien Benefits, Inc.; Non-Investment Related; 475 Kilvert Street| Suite 350 | Warwick, RI 02886; 5/01/2001; CONSULTING/LIFE INSURANCE MARKETING; PRESIDENT/CEO; 20 hours per month; 10 hours during marketing hours; Executive Management. 3. P2, LLC; NON-INVESTMENT RELATED; CONSULTING/LIFE INSURANCE MARKETING; 475 Kilvert Street| Suite 350 | Warwick, RI 02886; MANAGING MEMBER - 100% STOCKHOLDER; MAY 2009. 10 hours per month; 5 hours during trading hours; Life Insurance Production, consulting, and marketing. 4. MERIDIEN PARTNERS INSURANCE SERVICES, LLC; NON-INVESTMENT RELATED; CONSULTING/LIFE INSURANCE MARKETING; 475 Kilvert Street| Suite 350 | Warwick, RI 02886 JANUARY 2010. 5 HOURS/WEEK; 2 hours during trading hours; Insurance production, consulting & marketing. MEMBER - 100% STOCKHOLDER. 5. MBI Investment Advisors, Inc.; Investment related; Marketing Company; 475 Kilvert Street| Suite 350 | Warwick, RI 02886; 30 hours per month; 10 hours during trading hours; Administrative Servicing. 100% Stockholder. 6. VJP, Inc.; Non-Investment Related; 475 Kilvert Street, Suite 350, Warwick, RI 02886; Insurance marketing and sales, consulting. Benefits consulting; Vice President, Secretary, Treasurer; 5/1/2024; 1 hour per month; 1 hour during trading hours; Administrative oversight for a largely inactive company. Responsibilities are limited to maintaining corporate records, overseeing administrative matters, and ensuring the company remains in good standing. No insurance sales, benefits consulting, investment advisory services, securities activities, or client-facing responsibilities are performed.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-06-12
S63	Uniform Securities Agent State Law Examination	2002-12-19

S65 Uniform Investment Adviser Law Examination

2018-06-12
S63 Uniform Securities Agent State Law Examination

2002-12-19

Other Names

Mikko J Passananti

View on SEC IAPD