Best Investors Account Sign in
Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-15
TX RA APPROVED 2025-10-12
  • NJ RA
    APPROVED
    Since 2025-10-15
  • TX RA
    APPROVED
    Since 2025-10-12

Branch Locations

7 Clinton Road, Newfoundland, NJ 07435 • 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
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
Logan & Logan Cpa'S Newfoundland NJ 08/1999 10/2025
World Investments, Llc Lincroft NJ 08/2000 Present
  • 10/2025 → Present
    Santa Barbara, CA
  • 08/1999 → 10/2025
    Logan & Logan Cpa'S
    Newfoundland, NJ
  • 08/2000 → Present
    World Investments, Llc
    Lincroft, NJ
Other Businesses

PEGGY LOGAN, CPA 7 CLINTON ROAD,NEWFOUNDLAND, NJ 07435 CPA CONSULTANT - 1/19/2013 INVESTMENT RELATED PREPARE TAX RETURNS AND PROVIDE BOOKKEEPING AND PAYROLL SERVICES FOR SMALL BUSINESSES 170 HRS MONTH/120 HRS MONTH DURING MKT HRS FFP INSURANCE 160 GREENDALE DRIVE, OAK RIDGE, NJ 07438 INSURANCE AGENT - 9/19/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 10 HRS MONTH/10 HRS DURING MKT HRS FIELDCREST PROFESSIONAL BUILDING, LLC 7 CLINTON ROAD, NEWFOUNDLAND, NJ 07435 RENTAL PROPERTY MANAGING MEMBER - 5/10/2005 MANAGE RENTAL PROPERTIES, COLLECT RENT, COORDINATE MAINTENANCE/REPAIRS, MANAGE LANDSCAPERS/SNOW REMOVAL SERVICE, COORDINATE MOVE IN/OUT. PRIMARY POINT OF CONTACT FOR TENANTS REGARDING PROPERTY-RELATED MATTERS 10 HRS MONTH/10 HRS DURING MKT HRS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-16
S63 Uniform Securities Agent State Law Examination 2000-12-06
  • S65 Uniform Investment Adviser Law Examination
    2016-09-16
  • S63 Uniform Securities Agent State Law Examination
    2000-12-06
Other Names
  • Peggy Mcloughlin

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Newfoundland, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor