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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| NY | RA | APPROVED | 2025-10-28 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-05 |
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