William James Kenton

Current Employers

World Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-10-17
WI	RA	APPROVED	2023-10-06

TX RA
APPROVED

Since 2024-10-17
WI RA
APPROVED

Since 2023-10-06

Branch Locations

20800 Swenson Drive, Suite 425 , Waukesha, WI 53029 • 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
Financial Solutions, Llc	Waukesha	WI	02/2006	10/2023
World Investment Advisors, Llc	Santa Barbara	CA	10/2023	Present
Osaice Wealth, Inc.	Jersey City	NJ	03/2016	05/2024
World Investments, Llc	Lincroft	NJ	06/2024	Present

02/2006 → 10/2023

Financial Solutions, Llc

Waukesha, WI
10/2023 → Present

World Investment Advisors, Llc

Santa Barbara, CA
03/2016 → 05/2024

Osaice Wealth, Inc.

Jersey City, NJ
06/2024 → Present

World Investments, Llc

Lincroft, NJ

Previous Registrations

2009-05-07 → 2023-10-09

Financial Solutions, Llc

Waukesha, WI
2011-11-18 → 2016-03-16

Osaic Wealth, Inc.

Waukesha, WI

Other Businesses

1. Outside Non-Variable Insurance Sales; Investment Related; 20800 Swenson Drive, Suite 425 Waukesha, WI 53029; Non-Variable Insurance & Annuities; Insurance Agent; 10/08/2010; 2 hours per month; 1 hour during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-03-10
S63	Uniform Securities Agent State Law Examination	2002-10-11

S66 Uniform Combined State Law Examination

2006-03-10
S63 Uniform Securities Agent State Law Examination

2002-10-11

Designations

Other Names

William Kenton Looney

View on SEC IAPD