Robert Patrick Gibson

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 04/2019
  The Centurion Group, Llc
  Plymouth Meeting, PA
• 05/2019 → 09/2023
  Mma Agency
  Conshohocken, PA
• 05/2019 → 09/2023
  Mma Securities Llc
  Conshohocken, PA
• 09/2023 → Present
  Pensionmark Financial Group
  Santa Barbara, CA

Previous Registrations

• 2019-05-28 → 2023-09-11
  Mma Securities Llc
  Boston, MA
  Plymouth Meeting, PA
  Conshohoken, PA
  Conshohocken, PA
• 2012-04-27 → 2019-12-31
  The Centurion Group, Llc
  Plymouth Meeting, PA
• 2011-02-16 → 2012-05-01
  World Investments, Llc
  King Of Prussia, PA

Other Businesses

1. 922 Group, LLC; Investment Related; Qualified Plan Sales/Service; Member/Owner; 9/11/2023; 160 hours per month; 160 hours during trading hours; It is the LLC set up specifically to receive income from the RIA Pensionmark. I sell/establish/service qualified plan business. This will not be held out to the public.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-14
• S63 Uniform Securities Agent State Law Examination
  1988-09-15