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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-01-02 |
Branch Locations
475 Kilvert St., Suite 350 Building A, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eastridge | West Warwick | RI | 07/2019 | 09/2019 |
| Paychex Inc. | East Providence | RI | 11/2016 | 07/2019 |
| Siena Restaurant | East Greenwich | RI | 08/2006 | 11/2016 |
| Waddell & Reed Inc | West Warwick | RI | 09/2019 | 07/2021 |
| Brea Hutchinson | West Warwick | RI | 09/2019 | 07/2021 |
| Bjh Llc | West Warwick | RI | 10/2019 | 07/2021 |
| Lpl Financial Llc | West Warwick | RI | 07/2021 | 06/2023 |
| Osaic Wealth, Inc. | Salem | NH | 06/2023 | 08/2025 |
| World Investment Advisors, Llc | Lincroft | NJ | 10/2025 | Present |
| World Investments, Llc | Lincroft | NJ | 10/2025 | Present |
1. Meridien Partners Insurance Services, LLC; Investment Related- 475 Kilvert St., Suite 350 Warwick, RI; Non-Variable Insurance and Annuities; Insurance Agent; 10/14/2025; 2 hours per month; 2 hours during trading hours; Sales and service of non-variable insurance and annuities. 2. P2, LLC; Investment Related- 475 Kilvert St., Suite 350 Warwick, RI; Non-Variable Insurance and Annuities; Insurance Agent; 10/14/2025; 2 hours per month; 2 hours during trading hours; Sales and service of non-variable insurance and annuities. 3. Meridien Benefits, Inc.; Investment Related- 475 Kilvert St., Suite 350 Warwick, RI; Non-Variable Insurance and Annuities; Insurance Agent; 10/14/2025; 2 hours per month; 2 hours during trading hours; Sales and service of non-variable insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-26 |
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