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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-06-28
  • NH RA
    APPROVED
    Since 2024-06-28

Branch Locations

2 Commerce Drive Suite 207, Bedford, NH 03110 • United States

Hooksett, NH • 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
Applebee'S Restaurant Manchester NH 09/2011 01/2024
Securities America, Inc Merrimack NH 02/2012 Present
Raymond James Financial Services, Inc Merrimack NH 08/2017 06/2024
Boston Harbor Wealth Advisors- Dba Acton MA 08/2017 Present
New Enland Wealth Advisors - Dba Acton MA 08/2017 Present
Raymond James Financial Services Advisors, Inc Bedford NH 04/2024 06/2024
World Investments, Inc Lincroft NJ 06/2024 Present
Pensionmark Financial Group, Llc Santa Barbara CA 06/2024 Present
  • 09/2011 → 01/2024
    Applebee'S Restaurant
    Manchester, NH
  • 02/2012 → Present
    Securities America, Inc
    Merrimack, NH
  • 08/2017 → 06/2024
    Raymond James Financial Services, Inc
    Merrimack, NH
  • 08/2017 → Present
    Boston Harbor Wealth Advisors- Dba
    Acton, MA
  • 08/2017 → Present
    New Enland Wealth Advisors - Dba
    Acton, MA
  • 04/2024 → 06/2024
    Bedford, NH
  • 06/2024 → Present
    World Investments, Inc
    Lincroft, NJ
  • 06/2024 → Present
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-06
S63 Uniform Securities Agent State Law Examination 2009-03-03
  • S65 Uniform Investment Adviser Law Examination
    2024-04-06
  • S63 Uniform Securities Agent State Law Examination
    2009-03-03
Other Names
  • Chynna L Tracy
  • Chynna Leigh Tracy
  • Chynna L White

View on SEC IAPD

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