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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 2025-10-07
  • NJ RA
    APPROVED
    Since 2025-10-07

Branch Locations

2510 Delsea Drive, Franklinville, NJ 08322 • 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
Lachowicz & Company Franklinville NJ 09/1984 Present
World Invesments, Llc Lincroft NJ 10/2003 Present
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
  • 09/1984 → Present
    Lachowicz & Company
    Franklinville, NJ
  • 10/2003 → Present
    World Invesments, Llc
    Lincroft, NJ
  • 10/2025 → Present
    Santa Barbara, CA
Other Businesses

LACHOWICZ & COMPANY, LLC 2510 DELSEA DRIVE, FRANKLINVILLE, NJ 08322 NON-INVESTMENT RELATED CPA 9/23/2025 TAX PREPARATION & ACCOUNTING 80 HRS MONTH/80 HRS MONTH DURING MKT HRS WORLD/TFS INSURANCE AGENCY, INC. 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT 11/1/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 5 HRS MONTH/5 HRS MONTH DURING MKT HRS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-08-07
S65 Uniform Investment Adviser Law Examination 2000-12-18
  • S63 Uniform Securities Agent State Law Examination
    2001-08-07
  • S65 Uniform Investment Adviser Law Examination
    2000-12-18
Designations

View on SEC IAPD

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