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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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 2000-12-18 |
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