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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Mini Distictive Landscapes | Congers | NY | 07/2013 | 06/2020 |
| World Investments, Llc | Lincroft | NJ | 06/2020 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
1. ELITE NETWORKING; NON-INVESTMENT RELATED; 93 MANALAPAN AVENUE, FREEHOLD, NJ 07728; LOCAL NETWORKING GROUP; INSURANCE AGENT OF THE GROUP (LIFE, DISABILITY & LONG-TERM CARE); 9/1/2023; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; LOCAL NETWORKING GROUP MEETS ONCE EVERY OTHER WEEK WITH OTHER PROFESSIONALS TO REFER BUSINESS TO ONE ANOTHER. 2. RMB TAX AND FINANCIAL SERVICES LLC; INVESTMENT RELATED; 971 US HIGHWAY 202n, SUITE N, BRANCHBURG, NJ 08876; TAX PREPARATION SERVICES; OWNER; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS; PROVIDE 3. BLUEROCK MORTGAGE, LLC; INVESTMENT RELATED; 1120 CAMPUS DRIVE, MORGANVILLE, NJ 07751; BROKER FOR MORTGAGE LOAN PRODUCTS; LOAN OFFICER/MORTGAGE ORIGINATOR; 7/1/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS; OFFER MORTGAGE PRODUCTS TO MY CLIENTS WHEN THEY NEED IT OR ASK FOR IT AND I EXPLAIN THERE IS NO RELATED BETWEEN BLUEROCK MORTGAGE AND THE BROKER/DEALER OR ADVISORY FIRM. 4. Outside Non-Variable Insurance Sales; INVESTMENT RELATED; 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738; NON-VARIABLE INSURANCE AND ANNUITIES; INSURANCE AGENT; 10/6/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING HOURS; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-18 |
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