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Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-06-28
  • OH RA
    APPROVED
    Since 2024-06-28

Branch Locations

455 Hutchinson Avenue Suite 860, Columbus, OH 43235 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Patterson Turner & Associates At Raymond James Columbus OH 07/2021 Present
Cleveland Browns Radio Netwok Cleveland OH 09/2019 Present
None Powell OH 01/2019 09/2019
New York Giants East Rutherford NJ 11/2017 01/2019
None Powell OH 09/2017 11/2017
Cleveland Browns Cleveland OH 07/2011 09/2017
Raymond James Financial Services Advisors Columbus OH 06/2022 Present
Boston Harbor Wealth Advisors Columbus OH 07/2021 Present
World Investments, Inc Lincroft NJ 06/2024 Present
Pensionmark Financial Group, Llc Santa Barbara CA 06/2024 Present
  • 07/2021 → Present
    Patterson Turner & Associates At Raymond James
    Columbus, OH
  • 09/2019 → Present
    Cleveland Browns Radio Netwok
    Cleveland, OH
  • 01/2019 → 09/2019
    None
    Powell, OH
  • 11/2017 → 01/2019
    New York Giants
    East Rutherford, NJ
  • 09/2017 → 11/2017
    None
    Powell, OH
  • 07/2011 → 09/2017
    Cleveland Browns
    Cleveland, OH
  • 06/2022 → Present
    Raymond James Financial Services Advisors
    Columbus, OH
  • 07/2021 → Present
    Boston Harbor Wealth Advisors
    Columbus, OH
  • 06/2024 → Present
    World Investments, Inc
    Lincroft, NJ
  • 06/2024 → Present
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
Previous Registrations
Other Businesses

(1)Name of Business: Boston Harbor Wealth Advisors Address: 445 Hutchinson Avenue, Columbus, OH, 43235, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: BHWA is my OSJ (2)Name of Business: Patterson, Turner & Associates Address: 445 Hutchinson Avenue, Columbus, OH, 43235, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-24
  • S66 Uniform Combined State Law Examination
    2022-06-24

View on SEC IAPD

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