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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-07-31
  • NJ RA
    APPROVED
    Since 2025-07-31

Branch Locations

437 Newman Springs Road, Lincroft, NJ 07735 • 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
Tfs Securities, Inc. Lincroft NJ 11/1996 Present
World Investment Advisors Santa Barbara CA 06/2025 Present
  • 11/1996 → Present
    Tfs Securities, Inc.
    Lincroft, NJ
  • 06/2025 → Present
    World Investment Advisors
    Santa Barbara, CA
Other Businesses

1. TFS INSURANCE AGENCY, INC.; INVESTMENT RELATED; 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738; NON-VARIABLE INSURANCE; INSURANCE AGENT; SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUITIES. VARIOUS PRODUCTS AND CARRIERS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-26
S63 Uniform Securities Agent State Law Examination 1996-01-22
  • S65 Uniform Investment Adviser Law Examination
    2017-01-26
  • S63 Uniform Securities Agent State Law Examination
    1996-01-22

View on SEC IAPD

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