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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-26
NY RA APPROVED 2025-10-28
  • TX RA
    APPROVED_RES
    Since 2026-01-26
  • NY RA
    APPROVED
    Since 2025-10-28

Branch Locations

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

5020 Route 9W Suite 102, Newburgh, NY 12550 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Got-Refund.COm, Inc. Poughkeepsie NY 10/2000 Present
National Planning Corporation Puoghkeepsie NY 10/2013 11/2017
Securities America, Inc. Poughkeepsie NY 11/2017 09/2020
Securities America Advisors Poughkeepsie NY 11/2017 09/2020
World Investments, Llc Lincroft NJ 09/2020 Present
World Investment Advisors, Llc Lincroft NJ 10/2025 Present
  • 10/2000 → Present
    Got-Refund.COm, Inc.
    Poughkeepsie, NY
  • 10/2013 → 11/2017
    National Planning Corporation
    Puoghkeepsie, NY
  • 11/2017 → 09/2020
    Securities America, Inc.
    Poughkeepsie, NY
  • 11/2017 → 09/2020
    Securities America Advisors
    Poughkeepsie, NY
  • 09/2020 → Present
    World Investments, Llc
    Lincroft, NJ
  • 10/2025 → Present
    Lincroft, NJ
Other Businesses

GOT REFUND.COM, INC 5020 ROUTE 9W, SUITE 102, NEWBURG, NY 12550 MANAGING PARTNER - 10/1/2020 JACKSON HEWITT TAX SERVICES FRANCHISE PERSONAL INCOME TAX PREPARATION SERVICES ADMINISTRATIVE, OVERSIGHT, PRICING, MARKETING, QUALITY CONTROL AND CUSTOMER SERVICE 120 HRS MONTH/120 HRS MONTH DURING MKT HRS EXECUTIVE BUSINESS GROUP, LLC 5020 ROUTE 9W, SUITE 102, NEWBURG, NY 12550 VICE PRESIDENT - 8/1/2013 PREPARATION OF CORPORATION, PARTNERSHIP, LLC, ESTATE AND TRUST TAX RETURNS. RESPONSIBLE FOR BOOKKEEPING AND SALES TAX PREPARATION; OVERALL ADMINISTRATION AND OVERSIGHT OF BUSINESS OPERATIONS 120 HRS MONTH/20 HRS MONTH DURING MKT HRS NAPLES CAPITAL, LLC 3082 HUDSON TERRACE, NAPLES, FL 34119 MANAGING MEMBER - 1/2/2020 BUSINESS CONSULTING, START UP, CASH FLOW MANAGMENT, SHAREHOLDER OPERATING AGREEMENTS AND BUSINESS PLAN 10 HRS MONTH/10 HRS MONTH DURING MKT HRS WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 10/2020 SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 120 HRS MONTH/60 HRS MONTH DURING MKT HRS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-15
S63 Uniform Securities Agent State Law Examination 1996-01-05
  • S65 Uniform Investment Adviser Law Examination
    2023-03-15
  • S63 Uniform Securities Agent State Law Examination
    1996-01-05

View on SEC IAPD

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