Inactive

Robert Appleman

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
GA	RA	APPROVED	2023-02-07

GA RA
APPROVED

Since 2023-02-07

Branch Locations

100 North Point Center East, Suite 125, Alpharetta, GA 30022 • United States

Suwanee, GA • 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
Bb&T Retirement & Institutional Services	Atlanta	GA	01/2015	12/2020
Resources Investment Advisors, Llc	Overland Park	KS	01/2021	12/2022
Bb&T Retirement & Institutional Services	Atlanta	GA	12/2019	12/2020
Pensionmark Financial Group	Santa Barbara	CA	01/2023	Present

01/2015 → 12/2020

Bb&T Retirement & Institutional Services

Atlanta, GA
01/2021 → 12/2022

Resources Investment Advisors, Llc

Overland Park, KS
12/2019 → 12/2020

Bb&T Retirement & Institutional Services

Atlanta, GA
01/2023 → Present

Pensionmark Financial Group

Santa Barbara, CA

Previous Registrations

2021-01-19 → 2023-01-03

Onedigital

Overland Park, KS

Suwanee, GA
2015-09-15 → 2020-12-31

Bb&T Institutional Investment Advisers, Inc.

Atlanta, GA

Greenville, SC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-08-10
S63	Uniform Securities Agent State Law Examination	1999-08-30

S65 Uniform Investment Adviser Law Examination

2015-08-10
S63 Uniform Securities Agent State Law Examination

1999-08-30

Other Names

Rob Blaine Appleman
Robert Blaine Appleman

View on SEC IAPD

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