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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 02/1998 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
1. Non-Variable Insurance; Investment Related; 116 Craig Road, Manalapan, NJ 07726; Non-variable insurance and annuities; Insurance Agent; 11/1/2025; 10 hours per month; 10 hours during trading hours; Sales & Service of non-variable insurance and annuities. 2. Bluerock Mortgage, L.L.C.; Investment Related; 1120 Campus Drive, Morganville, NJ 07751; Securing real estate mortgage loans for clients; Mortgage Loan Originator; 8/20/2025; 5 hours per month; 5 hours during trading hours; Securing real estate mortgage loans for clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-17 |
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