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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Inc, | Lincroft | NJ | 07/2005 | Present |
| Self-Employed | Middletown | NJ | 01/1987 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 09/2025 | Present |
WORLD/TFS INSURANCE AGENCY, INC. 437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738 START - 11/2005 SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES INVESTMENT RELATED 50 HRS MONTH/50 DURING MKT HRS FFP EMPLOYEE BENEFITS DIVISION 871 POOLE AVE., HAZLET, NJ 07730 POSITION - REFERRAL POSITION FOR GROUP HEALTH. START - 1/1/2009 PROVIDE EMPLOYEE BENEFITS DIVISION WITH REFERRALS FOR INSURANCE. COMPENSATION IS 30% OF PREMIUM COMMISSIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-21 |
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