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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 | 2024-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-02 |
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