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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-16
  • NJ RA
    APPROVED
    Since 2025-10-16

Branch Locations

437 Newman Springs Road, Lincroft, NJ 07738 • 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
World Investments, Llc Lincroft NJ 12/2018 Present
Broadridge Financial Newark NJ 02/2018 09/2025
Ey New York NY 01/2015 02/2018
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
  • 12/2018 → Present
    World Investments, Llc
    Lincroft, NJ
  • 02/2018 → 09/2025
    Broadridge Financial
    Newark, NJ
  • 01/2015 → 02/2018
    Ey
    New York, NY
  • 10/2025 → Present
    Santa Barbara, CA
Other Businesses

SMARTER TECHNOLOGIES, INC 4300 ALPHA ROAD, DALLAS, TX 75244 SR MANAGER-ACCOUNTING - 9/29/2025 HEALTHCARE BILLING SOFTWARE GENERAL ACCOUNTING OF BOOKS AND RECORDS 30 HRS MONTH/30 HRS DURING MKT HRS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-16
  • S66 Uniform Combined State Law Examination
    2019-02-16

View on SEC IAPD

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