David A Radoccia

Current Employers

Employment History

• 04/1999 → 03/2022
  Meridien Financial Group, Inc.
  Providence, RI
• 01/2009 → Present
  Meridien Benefits, Inc.
  Providence, RI
• 03/2017 → Present
  World Investment Advisors, Llc Dba Mbi Investments
  Lincroft, NJ
• 11/2018 → 10/2025
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Inc.
  Warwick, RI

Other Businesses

(1)MERIDIEN BENEFITS INC; INVESTMENT RELATED BUSINESS; 475 Kilvert Street| Suite 350 | Warwick, RI 02886; INSURANCE AND INVESTMENT SALES; PRINCIPAL, SALES REPRESENTATIVE; DECEMBER 1997; 160 HRS MONTH; 160 HRS MONTH; SALES AND SERVICE OF INVESTMENT AND INSURANCE PRODUCTS. (2) P2, LLC; Investment Related; 475 Kilvert Street| Suite 350 | Warwick, RI 02886; Property & Casualty Sales; Sales; 01/2018; 2 hours per month; 2 hours during trading hours; sales and service of clients for auto and other ancillary personal lines. (3) DAR & Associates; Investment Related; Walpole MA 02081; Formed for tax purposes only; President; 1/2018; 2 hours per month; 2 hours during trading hours; This S Corp is not being held out to the public and is for tax and accounting purposes only. (4) Outside Non-Variable Insurance Sales; Investment Related; 437 Newman Springs Road Lincroft, NJ 07738; Non-Variable Insurance Sales; Insurance Agent; 8/19/2016; 40 hours per month; 40 hours during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-03-31

Designations