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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-01-02
  • RI RA
    APPROVED
    Since 2026-01-02

Branch Locations

475 Kilvert St., Suite 350 Building A, Warwick, RI 02886 • 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
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
  • 07/2019 → 09/2019
    Eastridge
    West Warwick, RI
  • 11/2016 → 07/2019
    Paychex Inc.
    East Providence, RI
  • 08/2006 → 11/2016
    Siena Restaurant
    East Greenwich, RI
  • 09/2019 → 07/2021
    Waddell & Reed Inc
    West Warwick, RI
  • 09/2019 → 07/2021
    Brea Hutchinson
    West Warwick, RI
  • 10/2019 → 07/2021
    Bjh Llc
    West Warwick, RI
  • 07/2021 → 06/2023
    West Warwick, RI
  • 06/2023 → 08/2025
    Salem, NH
  • 10/2025 → Present
    Lincroft, NJ
  • 10/2025 → Present
    World Investments, Llc
    Lincroft, NJ
Previous Registrations
  • 2023-06-21 → 2025-09-03
    Salem, NH
  • 2021-07-21 → 2023-07-07
    Hamden, CT
    West Warwick, RI
  • 2020-02-26 → 2021-07-21
    Waddell & Reed
    Hamden, CT
    West Warwick, RI
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-26
  • S66 Uniform Combined State Law Examination
    2020-02-26
Other Names
  • Karen Ann Bolinger

View on SEC IAPD

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