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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-12
  • NJ RA
    APPROVED
    Since 2025-11-12

Branch Locations

29 Main Street 2Nd Floor, Madison, NJ 07940 • 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
OrganizationCityStateFromTo
Hornor Townsend & Kent New York NY 02/2004 05/2022
Penn Mutual Life Ins Co New York NY 02/2004 05/2022
World Investments, Llc Lincroft NJ 05/2022 Present
World Investment Advisors,Llc Santa Barbara CA 10/2025 Present
  • 02/2004 → 05/2022
    Hornor Townsend & Kent
    New York, NY
  • 02/2004 → 05/2022
    Penn Mutual Life Ins Co
    New York, NY
  • 05/2022 → Present
    World Investments, Llc
    Lincroft, NJ
  • 10/2025 → Present
    World Investment Advisors,Llc
    Santa Barbara, CA
Previous Registrations
  • 2006-12-11 → 2022-03-11
    Madison, NJ
    Philadelphia, PA
    Philadelphia, PA
    New York, NY
    New York, NY
    Philadelphia, PA
Other Businesses

INSURANCE AGENT - 11/5/2025 29 MAIN STREET, 2ND FL, MADISON, NJ 07940 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 26 HRS MONTH/26 HRS MONTH DURING MKT HRS WHITEHORN FINANCIAL GROUP, INC 29 MAIN STREET, 2ND FLOOR, MADISON, NJ 07940 OWNER - 1/1/95 PROPERTY/CASUALTY INSURANCE-E & O ARCHITECTS & ENGINEERS INCLUDING RISK MANAGEMENT FOR ARCHITECTS AND ENGINEERS 30 HRS MONTH/30 HRS DURING MKT HRS SELK, LLC 29 MAIN STREET, MADISON, NJ 07940 RENTAL PROPERTY OWNER - 7/2006 MANAGE RENTAL PROPERTY, PROVIDE MAINTENANCE, COLLECT RENT PAYMENTS 10 HRS MONTH/10 HRS MONTH DURING MKT HRS ENSURING YOUR FIRM'S LEGACY (BOOK) 29 MAIN STREET, FL#2 MADISON,NJ 07940 AUTHOR OF MANAGEMENT CONSULTING BOOK - 9/1/2021 BOOK FOR OUR PROFESSIONAL LIABILITY BUSINESS 10 HRS MONTH/10 HRS MONTH DURING MKT HRS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-07
S63 Uniform Securities Agent State Law Examination 1998-10-30
  • S65 Uniform Investment Adviser Law Examination
    2006-12-07
  • S63 Uniform Securities Agent State Law Examination
    1998-10-30
Other Names
  • Stephen Ross Whitehorn

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