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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-01 |
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Dublin | OH | 06/2013 | 08/2022 |
| Raymond James Financial Services, Inc. | Columbus | OH | 08/2022 | 06/2024 |
| Raymond James Financial Services Advisors, Inc. | Columbus | OH | 08/2022 | 06/2024 |
| Boston Harbor Wealth Advisors | Plain City | OH | 08/2022 | Present |
| Zosh Williams Costa Asset Management Group | Plain City | OH | 08/2022 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 06/2024 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
1. Outside Non-Variable Insurance Sales; Investment Related; 445 Hutchinson Ave Suite 860, Columbus, OH 43235; Non-Variable Insurance and Annuities, Insurance Agent; 7/1/2003; 1 hour per month; 1 hour during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments. 2. Zosh Williams Asset Management, LLC; Investment Related; Plain City, OH; LLC formed for tax purposes only; Managing Member; 3/1/2023l 4 hours per month; 4 hours during trading hours; This LLC is no being held out to the public. It is for tax purposes only as it pertains to my advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-09 |
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