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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-04
MA RA APPROVED 2024-07-03
  • FL RA
    APPROVED
    Since 2024-09-04
  • MA RA
    APPROVED
    Since 2024-07-03

Branch Locations

1400 Computer Drive Suite 201, Westborough, MA 01581 • United States

Belleair, FL • 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
Raymond James Financial Services, Inc. Acton MA 07/2015 06/2024
Raymond James Financial Services Advisors, Inc Acton MA 07/2015 06/2024
Boston Harbor Wealth Advisors, Llc Acton MA 05/2016 10/2018
Lwo, Llc Westborough MA 04/2018 06/2024
The Hamilton Group Westborough MA 02/2017 06/2024
Boston Harbor Wealth Advisors Westborough MA 07/2015 Present
World Investments, Inc. Lincroft NJ 06/2024 Present
Pensionmark Financial Group, Llc Santa Barbara CA 06/2024 Present
  • 07/2015 → 06/2024
    Raymond James Financial Services, Inc.
    Acton, MA
  • 07/2015 → 06/2024
    Acton, MA
  • 05/2016 → 10/2018
    Boston Harbor Wealth Advisors, Llc
    Acton, MA
  • 04/2018 → 06/2024
    Lwo, Llc
    Westborough, MA
  • 02/2017 → 06/2024
    The Hamilton Group
    Westborough, MA
  • 07/2015 → Present
    Boston Harbor Wealth Advisors
    Westborough, MA
  • 06/2024 → Present
    World Investments, Inc.
    Lincroft, NJ
  • 06/2024 → Present
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
Previous Registrations
Other Businesses

(1) Non-Variable Insurance; Investment Related: 1400 Computer Drive, Suite 201, Westborough, MA 01581; Non-Variable Insurance Agent; Non-Variable Insurance; 1 hour per month; 1 hour during trading hours; Sales and service of non-variable insurance. (2) Co-Trustee to multiple family Trusts; Investment Related; Wakefield, MA 01880; Trust Account; C0-Trustee; Acting Trustee & Investment Adviser Representative; 12/10/2020; 2 hours per month; 2 hours during trading hours; Serve as CO-Trustee and Investment Adviser Representative to several family trusts where I manage assets for a fee. (3) Trustee to Mutiple Generational Family Trusts; Investment Related; Wakefield, MA 01880; Generational Trust Accounts; Trustee; 12/24/2024; 1 hour per month; 0 hours during trading hours; Trustee to multiple family generational trusts where I do not have investment authority.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-06
  • S66 Uniform Combined State Law Examination
    2007-09-06

View on SEC IAPD

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