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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-29
  • NJ RA
    APPROVED
    Since 2025-10-29

Branch Locations

Wharton, NJ • 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
OrganizationCityStateFromTo
World Investments, Llc Lincroft NJ 10/2001 Present
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
Other Businesses

1.Outside Non-Variable Insurance Sales; Investment Related; 437 Newman Springs Road Lincroft, NJ 07737; Non-Variable Insurance & Annuities; Insurance Agent; 10/28/25; 1hour per month; 1 hour during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-01-21
  • S63 Uniform Securities Agent State Law Examination
    2000-01-21
Designations

View on SEC IAPD

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