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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-15 |
| NY | RA | APPROVED | 2025-10-14 |
Branch Locations
566 Highway 35 Suite A, Red Bank, NJ 07701 • United States
Valley Stream, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Inc | Lincroft | NJ | 07/1996 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 10/2025 | Present |
WMB ACCOUNTING SERVICES 40 HENRY STREET, VALLEY STREAM, NY 11580 OWNER - 06/24/16 ACCOUNTING SERVICES PROVIDING ACCOUNTING SERVICES FOR A FREIGHT FORWARDER 80 HRS MONTH/25 HRS DURING MKT HRS PHYLLIS BONGIORNO 40 HENRY STREET, VALLEY STREAM, NY 11580 EXECUTRIX - 11/19/2020 EXECUTRIX OF FIRST COUSIN'S WILL TO HANDLE AFFAIRS UPON HER DEATH. CURRENTLY 0 HRS DEVOTED/0 HRS DURING MKT HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-15 |
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