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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Advisers, Inc. | Atlanta | GA | 05/2014 | 12/2016 |
| John Hancock Distributors Llc | Boston | MA | 12/2016 | 08/2021 |
| John Hancock | Houston | TX | 12/2016 | 08/2021 |
| Empower Financial Services, Inc. | Greenwood Village | CO | 08/2021 | 03/2025 |
| World Investment Advisors, Llc | Santa Barbara | CA | 03/2025 | Present |
| Pensionmark Securities | Santa Barbara | CA | 03/2025 | 10/2025 |
| World Investments, Llc | Santa Barbara | CA | 10/2025 | Present |
1. Non-Variable Insurance; Investment Related; Houston, TX 77025; Non-Variable Insurance; Insurance Agent; 1/5/2017; 0 hours per month; 0 hours during trading hours; Sales and service of Non-Variable Insurance and annuities. Not currently selling, but may do so in the future. 2. Houston Happyland, Inc.; Investment Related; Houston, TX 77025; Passive Real Estate Investment; Chief Financial Officer; 1 hour per month; 1 hour during trading hours; Deposit rent. 3. Bui Family Business Partners, LLC; Investment Related; Houston, TX 77025; Passive Real Estate Investment; Chief Financial Officer; 1 hour per month; 1 hour during trading hours; Deposit rent. 4. J.V.A. Investments, LLC; Investment Related; Houston, TX 77025; Passive Real Estate Investment; Chief Financial Officer; 1 hour per month; 1 hour during trading hours; Deposit rent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-10 |
| S66 | Uniform Combined State Law Examination | 2014-05-20 |
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