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Shaunt Ed Ozben

World Investment Advisors, LLC

Vienna, VA

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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 2024-07-02
VA RA APPROVED 2024-07-02
  • MD RA
    APPROVED
    Since 2024-07-02
  • VA RA
    APPROVED
    Since 2024-07-02

Branch Locations

8000 Towers Crescent Drive, Suite 1350, Vienna, VA 22182 • 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
Capitol Securities Management, Inc Mclean VA 02/2002 01/2020
Fiduciary Wealth Management, Llc Reston VA 11/2020 07/2024
Unemployed Rockville MD 01/2020 11/2020
Pensionmark Financial Group, Llc Santa Barbara CA 07/2024 Present
  • 02/2002 → 01/2020
    Capitol Securities Management, Inc
    Mclean, VA
  • 11/2020 → 07/2024
    Fiduciary Wealth Management, Llc
    Reston, VA
  • 01/2020 → 11/2020
    Unemployed
    Rockville, MD
  • 07/2024 → Present
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-02
S66 Uniform Combined State Law Examination 2000-05-26
  • S65 Uniform Investment Adviser Law Examination
    2020-11-02
  • S66 Uniform Combined State Law Examination
    2000-05-26
Other Names
  • Shant Ed Ozben
  • Shaunt Ed Ozben

View on SEC IAPD

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BENJAMIN PRUITT MELTON
PETER REISNER SHARPE
STEPHEN FRANKLIN STEWART

Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

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