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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 2026-01-06
  • NJ RA
    APPROVED
    Since 2026-01-06

Branch Locations

150 Main Street, Woodbridge, NJ 07095 • 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

1. World/TFS Insurance; Investment Related; 437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738; Non-Variable Insurance & Annuities; Insurance Agent; 11/1/2024; 4 hours per month; 4 hours during trading hours; Sales and service of Non-Variable Insurance and annuities. 2. Casazza & UR Public Accountants, LLC; Investment Related; 150 Main St. Woodbridge, NJ 07095; Preparation of corporate and Individual tax returns; Partner; 150 hours per month; 120 during trading hours; Manage employees that prepare tax returns. 3. 150 Main Street Associates, LLC; Investment Related; 150 Main Street Woodbridge NJ 07095; Ownership and management of mixed-use commercial and residential rental property; 50% Partner; 01/01/2021; 5 hours per month; 5 hours during trading hours; Manages a multi-member LLC that owns a mixed-use property, including oversight of tenants, rent collection, and general property management responsibilities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-30
  • S65 Uniform Investment Adviser Law Examination
    2006-08-30

View on SEC IAPD

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