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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-10-15
  • MD RA
    APPROVED
    Since 2025-10-15

Branch Locations

11042 Nicholas Lane B-202, Berlin, MD 21811 • 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 07/1997 Present
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
Other Businesses

WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 11/1/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 20 HRS MONTH/15 HRS MONTH DURING MKT HRS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-10
S63 Uniform Securities Agent State Law Examination 1997-09-08
  • S65 Uniform Investment Adviser Law Examination
    2009-06-10
  • S63 Uniform Securities Agent State Law Examination
    1997-09-08

View on SEC IAPD

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