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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 07/1997 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-30 |
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