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Paul M Blank

World Investment Advisors, LLC

Exton, PA

CRD 7430340

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Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-10-08
  • PA RA
    APPROVED
    Since 2021-10-08

Branch Locations

Exton, PA • 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
Sequoia Consulting Services San Mataeo CA 06/2021 Present
Pensionmark Financial Group Santa Barbara CA 06/2021 Present
Infosys Bpm Malvern PA 09/2020 06/2021
Vanguard Malvern PA 10/2007 09/2020
  • 06/2021 → Present
    Sequoia Consulting Services
    San Mataeo, CA
  • 06/2021 → Present
    Pensionmark Financial Group
    Santa Barbara, CA
  • 09/2020 → 06/2021
    Infosys Bpm
    Malvern, PA
  • 10/2007 → 09/2020
    Vanguard
    Malvern, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-08
  • S65 Uniform Investment Adviser Law Examination
    2021-10-08
Other Names
  • Paul Blank
  • Paul Michael Blank

View on SEC IAPD

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