Judy Kaye Mesecher

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2023-04-24

AZ RA
APPROVED

Since 2023-04-24

Branch Locations

1033 W Roosevelt Way, 3Rd Floor, Tempe, AZ 85288 • United States

Cave Creek, AZ • 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
The Vanguard Group, Inc.	Scottsdale	AZ	07/2011	12/2022
Pensionmark Financial Group	Santa Barbara	CA	03/2023	Present
Unemployed	Cave Creek	AZ	12/2022	03/2023

07/2011 → 12/2022

The Vanguard Group, Inc.

Scottsdale, AZ
03/2023 → Present

Pensionmark Financial Group

Santa Barbara, CA
12/2022 → 03/2023

Unemployed

Cave Creek, AZ

Other Businesses

1. Sequoia Consulting Group; Investment-Related; 350 W. Washington St., Suite 301, Tempe, AZ 85288; Provide consulting services for plan sponsors 401(k) plans. Advisor, Financial Services, 3/27/2023; 160 hours; 160 hour during trading hours; Consulting with plan sponsors on their 401(k) plans.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-08-30

S63 Uniform Securities Agent State Law Examination

2011-08-30

Designations

Certified Financial Planner

Other Names

Judy Kaye Mesecher

View on SEC IAPD