Noel John Trias

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:

Current Employers

World Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2015-12-16

CA RA
APPROVED

Since 2015-12-16

Branch Locations

Escondido, CA • United States

437 Newman Springs Road, Lincroft, NJ 07738 • 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
Pensionmark Financial Group, Llc	Santa Barbara	CA	12/2015	Present
Capfinancial Securities, Llc	Raleigh	NC	12/2015	09/2017
Pensionmark Securities, Llc	Escondido	CA	09/2017	Present
World Investments, Inc.	Escondido	CA	10/2025	Present

12/2015 → Present

Pensionmark Financial Group, Llc

Santa Barbara, CA
12/2015 → 09/2017

Capfinancial Securities, Llc

Raleigh, NC
09/2017 → Present

Pensionmark Securities, Llc

Escondido, CA
10/2025 → Present

World Investments, Inc.

Escondido, CA

Previous Registrations

2011-07-14 → 2015-12-23

Independent Financial Partners

Escondido, CA
2008-08-20 → 2010-12-01

Nrp Advisors, Inc.

Escondido, CA
2005-07-05 → 2008-08-19

Financial Telesis Inc

Escondido, CA

Escondido, CA

Other Businesses

(1) BENEFITS MATRIX,LLC; NON INVESTMENT RELATED; 2091 HALLMARK PLACE, ESCONDIDO, CA 92029; NON VARIABLE INSURANCE AND BENEFITS CONSULTING; MANAGING DIRECTOR; 09/01/2017; 10 HRS MONTH; 10 HRS MONTH; HRA consulting, enrollment meeting support, health/life insurance mktg; (2)TEXAS RESIDENTIAL RENTAL PROPERTY; NON INVESTMENT RELATED; 3704 PALM DRIVE, KELLER, TX 76244; RENTAL PROPERTY; OWNER; 09/01/2017; 0.1 HRS MONTH; 0 HRS MONTH; OWNER-NO DAY TO DAY DUTIES (3)ORANGE GLEN CHURCH OF CHRIST; NON INVESTMENT RELATED; 2091 Hallmark Place, ESCONDIDO, CA 92029; CHURCH; ELDER/OFFICER; 2011; 20 HRS MONTH; 0 HRS MONTH; Teaching classes, oversight of church, accounting and bookkeeping. (4) Adminsure, Inc. 3380 Shelby St., Ontario, CA 91764, Non-investment related, No compensation, Nature of business: Worker's compensation administrator, Board meber, non-voting, Started 01/2018, 1hr/month outside of securities trading hours, Duties: corporate planning and long term strategy.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-01-29

S63 Uniform Securities Agent State Law Examination

1991-01-29

View on SEC IAPD