Colleen Mary Latchic

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

Authority	Category	Status	Date
PA	RA	APPROVED	2021-09-28

PA RA
APPROVED

Since 2021-09-28

Branch Locations

Harleysville, PA • 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

Organization	City	State	From	To
The Vanguard Group Inc	Malvern	PA	06/2004	11/2018
The Vanguard Group, Inc.	Malvern	PA	11/2018	01/2021
Isagenix	Harleysville	PA	03/2018	12/2021
Pensionmark Securities, Llc	Santa Barbara	CA	01/2021	Present

06/2004 → 11/2018

The Vanguard Group Inc

Malvern, PA
11/2018 → 01/2021

The Vanguard Group, Inc.

Malvern, PA
03/2018 → 12/2021

Isagenix

Harleysville, PA
01/2021 → Present

Pensionmark Securities, Llc

Santa Barbara, CA

Other Businesses

(1) NAME OF BUSINESS: EXECUTOR FOR UNCLE INVESTMENT-RELATED: ADDRESS: HARLEYSVILLE, PA START DATE: 5/2020 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-09-28
S63	Uniform Securities Agent State Law Examination	2019-03-14

S65 Uniform Investment Adviser Law Examination

2021-09-28
S63 Uniform Securities Agent State Law Examination

2019-03-14

Other Names

Colleen Mary Else
Colleen Mary Else
Colleen Else
Colleen Latchic
Colleen Mary Latchic

View on SEC IAPD