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Nathaniel John Louderback

World Investment Advisors, LLC

Austin, TX

CRD 4715879

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Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-25
  • TX RA
    APPROVED
    Since 2024-03-25

Branch Locations

Austin, TX • 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
Securities America Inc La Vista NE 03/2015 05/2020
Securities America Advisors La Vista NE 03/2015 05/2020
Bancwest Investment Services Omaha NE 06/2020 08/2022
Bank Of The West Omaha NE 06/2020 08/2022
Kestra Investment Services, Llc Austin TX 08/2022 03/2024
Kestra Advisory Services Austin TX 08/2022 03/2024
World Investment Advisors, Llc Santa Barbara CA 03/2024 Present
Pensionmark Securities, Llc Santa Barbara CA 03/2024 10/2025
World Investments, Inc. Lincroft NJ 09/2025 Present
  • 03/2015 → 05/2020
    Securities America Inc
    La Vista, NE
  • 03/2015 → 05/2020
    Securities America Advisors
    La Vista, NE
  • 06/2020 → 08/2022
    Bancwest Investment Services
    Omaha, NE
  • 06/2020 → 08/2022
    Bank Of The West
    Omaha, NE
  • 08/2022 → 03/2024
    Kestra Investment Services, Llc
    Austin, TX
  • 08/2022 → 03/2024
    Kestra Advisory Services
    Austin, TX
  • 03/2024 → Present
    Santa Barbara, CA
  • 03/2024 → 10/2025
    Pensionmark Securities, Llc
    Santa Barbara, CA
  • 09/2025 → Present
    World Investments, Inc.
    Lincroft, NJ
Previous Registrations
  • 2022-08-11 → 2024-03-18
    Austin, TX
  • 2020-06-25 → 2022-08-12
    Bancwest Investment Services, Inc.
    Omaha, NE
  • 2015-03-04 → 2020-05-26
    Securities America Advisors, Inc.
    La Vista, NE
  • 2011-09-21 → 2015-02-23
    Waddell & Reed
    Overland Park, KS
  • 2008-01-22 → 2011-08-29
    Securities America Advisors, Inc.
    Denver, CO
Other Businesses

1. VIDEO GAME STREAMER/CONTENT CREATOR; Non-Investment Related; Variety Video Game / Content Creator. Create content and post to social media; Online Content Creator; 3/3/2017; 5 hours per month; 0 hours during trading hours; I occasionally create and distribute video game / gaming content. When streaming I am compensated by views and/or subscriptions.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-27
S63 Uniform Securities Agent State Law Examination 2004-07-02
  • S66 Uniform Combined State Law Examination
    2007-12-27
  • S63 Uniform Securities Agent State Law Examination
    2004-07-02

View on SEC IAPD

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