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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2026-03-09 |
Branch Locations
4030 Smith Road, Suite 200, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Washington Township | OH | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Inc. | Cincinnati | OH | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Cincinnati | OH | 03/2020 | 03/2026 |
| World Investments, Llc | Lincroft | NJ | 03/2026 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 03/2026 | Present |
1. Non-Variable Insurance & Annuities; Investment Related; 4030 Smith Road, Suite 200 Cincinnati, OH 45209; Non-Variable Insurance & Annuities; Insurance Agent; 3/9/2026; 40 hours per month; 30 hours during trading hours; Sales and service of Non-Variable Insurance & Annuities. 2. Flightlogix; Non-Investment Related; 4500 Airport Road, Cincinnati, OH, 45226; aircraft maintenance and management company; Contract Pilot; 3/9/2026; 10 hours per month; 0 hours during trading hours; Performs contract pilot services for an aircraft maintenance and ferry operations company. 3. Lunken Flight Training Center; Non-Investment Related; 500 Airport Road, , Cincinnati, OH, 45226; Flight Instruction; Certified Flight Instructor; 3/9/2026; 16 hours per month; 0 hours during trading hours; Provides flight instruction services as a Certified Flight Instructor (CFI), training individuals in aviation and aircraft operation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-01 |
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