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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED | 2026-06-02 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | New York | NY | 01/2004 | 02/2020 |
| World Investments, Llc | Lincroft | NJ | 06/2026 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 06/2026 | Present |
| Cetera Advisors Llc | Denver | CO | 02/2020 | 06/2026 |
| Mbl Financial Advisors | New York | NY | 02/2020 | 06/2026 |
| Mbl Benefits Consulting | New York | NY | 02/2020 | 06/2026 |
| World Insurance Associates, Llc | Tinton Falls | NJ | 01/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 06/2026 |
1. Outside Non-Variable Insurance Sales; Investment Related; Jericho, NY 11753; Non-Variable Insurance & Annuities; Insurance Agent; 6/1/2026; 2 hours per month; 2 hours during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-01 |
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