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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-23
  • MA RA
    APPROVED
    Since 2026-04-23

Branch Locations

1400 Computer Drive, Suite 201, Westborough, MA 01581 • 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
Keenan Financial Boston MA 10/2025 03/2026
Remi Inc Amherst MA 04/2023 07/2025
Southwick Associates Fernandina Beach FL 01/2023 04/2023
Ymca Mabrlehead MA 07/2021 01/2023
St. Johns Preparatory School Danvers MA 06/2016 05/2020
University Of Massachusetts Amherst Amherst MA 07/2020 05/2025
Kelley Greens Golf Course Nahant MA 07/2022 09/2022
Rizzos Roast Beef And Pizza Salem MA 06/2022 07/2022
Little Harbor Advisors Marblehead MA 07/2018 07/2018
Keenan Financial Insurance Agency Services Llc Boston MA 07/2025 03/2026
World Investment Advisors, Llc Santa Barbara CA 04/2026 Present
  • 10/2025 → 03/2026
    Boston, MA
  • 04/2023 → 07/2025
    Remi Inc
    Amherst, MA
  • 01/2023 → 04/2023
    Southwick Associates
    Fernandina Beach, FL
  • 07/2021 → 01/2023
    Ymca
    Mabrlehead, MA
  • 06/2016 → 05/2020
    St. Johns Preparatory School
    Danvers, MA
  • 07/2020 → 05/2025
    University Of Massachusetts Amherst
    Amherst, MA
  • 07/2022 → 09/2022
    Kelley Greens Golf Course
    Nahant, MA
  • 06/2022 → 07/2022
    Rizzos Roast Beef And Pizza
    Salem, MA
  • 07/2018 → 07/2018
    Little Harbor Advisors
    Marblehead, MA
  • 07/2025 → 03/2026
    Keenan Financial Insurance Agency Services Llc
    Boston, MA
  • 04/2026 → Present
    Santa Barbara, CA
Previous Registrations
Other Businesses

1. Non-Variable Insurance and Annuities; Investment Related; 455 Hutchinson Ave, Suite 860 Columbus, OH 43235; Non-Variable Insurance and Annuities; Insurance Agent; 4/13/26; 160 hours per month; 112 hours during trading hours; Sales and Service of Non-Variable Insurance and Annuities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-23
  • S65 Uniform Investment Adviser Law Examination
    2025-10-23

View on SEC IAPD

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