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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-10 |
| NJ | RA | APPROVED | 2025-10-16 |
Branch Locations
4 Century Drive Suite 260, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 06/2015 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
1. Outside Non-Variable Insurance Sales; 4 Century Drive, Suite 260, Parsippany, NJ 07054; INVESTMENT RELATED; Non-Variable Insurance & Annuities; INSURANCE AGENT; 6/1/2015; 40 HOURS PER MONTH; 40 HOURS DURING TRADING OURS; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments. 2. BlueRock Mortgage; INVESTMENT RELATED; 1120 Campus Drive, Morganville, NJ 07751; Residential Mortgage Brokerage; Loan Officer/Mortgage Originator; 7/1/2025; 10 hours per month; 10 hours during trading hours; Advise clients on mortgage solutions for primary and investment related properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-20 |
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