Best Investors
Account
Sign in
Best Investors
Account
Sign in
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Oakhurst | NJ | 12/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oakhurst | NJ | 11/2016 | 05/2018 |
| World Investments, Llc | Lincroft | NJ | 05/2018 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 10/2025 | Present |
Outside Non-Variable Insurance Sales; Investment Related; 437 Newman Springs Road Lincroft, NJ 07738; Non-Variable Insurance and Annuities; Insurance Agent; 7/14/2026; 35 hours per month; 30 hours during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-10 |
Reach out to this advisor