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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-04-01 |
Branch Locations
2 Commerce Drive, Suite 207, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpf Global Investment Strategies/Paladin Advisors, Llc | Kensington | NH | 06/2012 | 09/2022 |
| Clarfeld Financial Advisors, Llc | Kensington | NH | 09/2022 | 08/2025 |
| World Investment Advisors | Santa Barbara | CA | 03/2026 | Present |
| Unemployed | Auburn | NH | 08/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-22 |
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