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World Investment Advisors, LLC CRD 208512
$71.6B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-04 |
Branch Locations
194243 Fm 2252, Suite 300, Garden Ridge, TX 78266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | San Antonio | TX | 01/2009 | 03/2022 |
| Knights Of Columbus | San Antonio | TX | 04/2022 | 04/2024 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 05/2024 | Present |
1. Self Employed Actor; Non-Investment Related; 25614 Bottle Brush, San Antonio, TX 78261; I am an independent actor. I accept certain acing projects that fit my interest and/or schedule. I usually book acting projects two to three times per year and can usually complete my filming on weekends; Actor; 8/15/2011; 3 hours per month; 0 hours during trading hours; Being on a film set as an actor for 5-6 hours at a time. Usually only work 1-2 days over a weekend and about 2-3 times per year. 2. Insurance Agent; Non-Investment Related; 19243 FM 2252, Ste. 300, Garden Ridge, TX 78266; Licensed to sell life insurance, health insurance, disability insurance, long term care insurance, and fixed annuities.; Insurance Agent; 5/14/2024; 0 hours per month; 0 hours during trading hours; Licensed to sell life insurance, health insurance, disability insurance, long term care insurance, and fixed annuities. Not currently selling products, but I may sell these in the future;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-30 |
| S66 | Uniform Combined State Law Examination | 2003-06-19 |
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