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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Theresa A Mitchell, Cpa,Ltd. | Scotch Plains | NJ | 04/2007 | Present |
| World Investments, Llc | Lincroft | NJ | 07/2014 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
THERESA A. MITCHELL, CPA, LTD 564 STERLING PLACE, SCOTCH PLAINS, NJ 07076 SOLE SHAREHOLDER/PRESIDENT - 4/4/2007 TAX PREP, ACCOUNTING, BOOKKEEPING SERVICES MANAGE BUSINESS/ADMINISTRATIVE TASKS 160 HRS MONTH/160 HRS MONTH DURING MKT HRS TFS/WORLD INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 7/31/2014 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUITIES 160 HRS MONTH/160 HRS MONTH DURING MKT HRS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-11-15 |
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