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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 01/2000 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
TAX PREPARATION 1044 LACEY ROAD, FORKED RIVER, NJ 08731 TAX PREPARER - 3/1/2002 PART TIME INCOME TAX PREP DURING TAX SEASON ONLY 20 HRS MONTH/5 HRS MONTH DURING MKT HRS WORLD/TFS INSURANCE 437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738 INSURANCE AGENT - 1/12/2000 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIBLE INSURANCE & ANNUITIES 10 HRS MONTH/10 HRS MONTH DURING MKT HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-08 |
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