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World Investment Advisors, LLC CRD 208512
$71.6B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2013 | 05/2023 |
| Raymond James Financial Services, Inc. | Bluffton | SC | 05/2023 | 06/2024 |
| Raymond James Financial Services Advisors, Inc | Bluffton | SC | 05/2023 | 06/2024 |
| Boston Harbor Wealth Advisors | Bluffton | SC | 05/2023 | Present |
| Zosh Williams Costa Asset Management Group, Llc | Bluffton | SC | 05/2023 | Present |
| World Investments, Inc | Lincroft | NJ | 06/2024 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
(1)Name of Business: Boston Harbor Wealth Advisors Address: 110 Traders Cross Fl 1, Bluffton, SC, 29909-4637, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/26/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2)Name of Business: Zosh Williams Costa Asset Management Group, LLC Address: 110 Traders Cross Fl 1, Bluffton, SC, 29909-4637, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/26/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-12 |
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