Best Investors
Account
Sign in
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-17 |
| NY | RA | APPROVED | 2021-08-10 |
Branch Locations
800 Westchester Ave. Suite S-714, Rye Brook, NY 10573 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 08/2020 |
| Assured Skcg, Inc | White Plains | NY | 11/2011 | Present |
| Assured Partners | Lake Mary | FL | 10/2015 | Present |
| Pensionmark Securities, Llc | Santa Barbara | CA | 09/2020 | 10/2025 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 09/2020 | 10/2025 |
| World Investments, Inc. | White Plains | NY | 10/2025 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 09/2020 | Present |
1. ASSURED PARTNERS NORTHEAST LLC; INVESTMENT RELATED; 800 Westchester Ave. Suite S-714, Rye Brook, NY 10573; INSURANCE AGENCY SPECIALIZING IN GROUP BENEFITS, RETIREMENT PLANNING, & HEALTH INSURANCE; PRESIDENT; 07/2017; 128 HOURS PER MONTH; 128 HOURS DURING TRADING HOURS; SALES AND SERVICE OF GROUP BENEFITS, RETIREMENT PLANNING AND HEALTH INSURANCE. 2.NON-VARIABLE INSURANCE AND ANNUITIES; INVESTMENT RELATED; 800 Westchester Ave. Suite S-714, Rye Brook, NY 10573; NON-VARIABLE INSURANCE AND ANNUITIES; INSURANCE AGENT; 11/2016; 32 HOURS PER MONTH; 32 HOURS DURING TRADING HOURS; SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUITIES. 3. 221 E. 33rd St., LLC; NON-INVESTMENT RELATED; 221 E. 33RD ST, BALTIMORE, MD 21218; COLLEGE RENTAL PROPERTY; PART OWNER; 12/2014; 8 HOURS PER MONTH; 8 HOURS DURING TRADING HOURS; CO-OWNER OF A RENTAL PROPERTY. 4. FENWAY GOLF CLUB; NON-INVESTMENT RELATED; 7 OLD MAMARONECK, SCARSDALE, NNY 10583; COUNTRY CLUB; BOARD MEMBER; 1/2015; 8 HOURS PER MONTH; 8 HOURS DURING TRADING HOUS; SETS STRATEGIC OBJECTIVES AND MONITORS CLUB MANAGEMENT. 5. ASSURED PARTNERS; INVESTMENT RELATED; 200 COLONIAL CENTER PARKWAY, LAKE MARY, FL 32746; ACQUIRES PROPERTY CASUALTY AGENCIES AND EMPLOYEE BENEFIT FIRMS; MINORITY OWNER; 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; THE PARENT COMPANY TO ASSUREDPARTNERS NE, LLC. 4. NAME OF OTHER BUSINESS: FENWAY GOLF CLUB NOT INVESTMENT RELATED . ADDRESS: BOX 7 OLD MAMRONECK, SCARSDALE, NY, 10583 NATURE OF BUSINESS: COUNTRY CLUB START DATE: 01/2015 BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 8, 8 hours DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: SETS STRATEGIC OBJECTIVES AND MONITORS CLUB MANAGEMENT 5.NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: TRUST START DATE: 10/2014 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: TRUSTEE BRIEF DESCRIPTION OF DUTIES: GENERAL DUTIES 6.NAME OF OTHER BUSINESS: ASSURED PARTNERS INVESTMENT RELATED: NO ADDRESS: 200 COLONIAL CENTER PARKWAY LAKE MARY FL 32746 NATURE OF BUSINESS: INSURANCE - ACQUIRES PROPERTY/CASUALTY AGENCIES & EMPLOYEE BENEFIT FIRMS START DATE: 10/2015 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: MINORITY OWNER BRIEF DESCRIPTION OF DUTIES: NONE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-07-07 |
Reach out to this advisor