Jamie Erin Thomaswong

World Investment Advisors, LLC

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Current Employers

World Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2020-01-21

UT RA
APPROVED

Since 2020-01-21

Branch Locations

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

P.O. Box 461114, Leeds, UT 84746 • United States

Leeds, UT • 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	06/2015	Present
Capfinancial Securities, Llc	Raleigh	NC	06/2015	09/2017
Pensionmark Securities, Llc	San Luis Obispo	CA	09/2017	Present
World Investments, Inc.	Santa Barbara	CA	10/2025	Present

06/2015 → Present

Pensionmark Financial Group, Llc

Santa Barbara, CA
06/2015 → 09/2017

Capfinancial Securities, Llc

Raleigh, NC
09/2017 → Present

Pensionmark Securities, Llc

San Luis Obispo, CA
10/2025 → Present

World Investments, Inc.

Santa Barbara, CA

Previous Registrations

2010-11-30 → 2015-06-25

Lpl Financial Llc

Fort Mill, SC

San Luis Obispo, CA

Bryan, OH
2009-01-23 → 2010-11-30

Nrp Advisors, Inc.

San Luis Obispo, CA

Bryan, OH
2007-04-02 → 2009-01-26

Morgan Stanley & Co. Llc

San Luis Obispo, CA
2003-07-28 → 2007-04-02

Morgan Stanley Dw Inc.

Santa Maria, CA

Santa Maria, CA

San Luis Obispo, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-07-25

S66 Uniform Combined State Law Examination

2003-07-25

Other Names

Jamie E Thomas
Jamie Erin Thomas
Jamie Thomaswong

View on SEC IAPD

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