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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 2025-04-07
  • NJ RA
    APPROVED
    Since 2025-04-07

Branch Locations

500 North Franklin Turnpike, Suite 104, Ramsey, NJ 07446 • United States

Disclosures

2 disclosure categories 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Kolinsky Wealth Management Llc Woodcliff Lake NJ 04/2010 09/2025
Kolinsky Financial Group, Inc. - Dba Kolinsky Wealth Mgmt., Llc Woodcliff Lake NJ 02/2005 03/2025
American Portfolios Financial Services, Inc. Holbrook NY 04/2013 01/2020
The Strategic Financial Alliance, Inc, Atlanta GA 01/2020 03/2025
World Investment Advisors, Llc Santa Barbara CA 04/2025 Present
World Investments, Llc Santa Barbara CA 04/2025 Present
  • 04/2010 → 09/2025
    Kolinsky Wealth Management Llc
    Woodcliff Lake, NJ
  • 02/2005 → 03/2025
    Kolinsky Financial Group, Inc. - Dba Kolinsky Wealth Mgmt., Llc
    Woodcliff Lake, NJ
  • 04/2013 → 01/2020
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 01/2020 → 03/2025
    The Strategic Financial Alliance, Inc,
    Atlanta, GA
  • 04/2025 → Present
    Santa Barbara, CA
  • 04/2025 → Present
    World Investments, Llc
    Santa Barbara, CA
Previous Registrations
  • 2010-05-07 → 2025-09-18
    Kolinsky Wealth Management, Llc
    Ramsey, NJ
  • 2010-09-24 → 2010-12-20
    Sobel Financial Advisors, Llc
    Livingston, NJ
  • 2008-09-03 → 2010-04-29
    Woodcliff, NJ
    Florida, NY
  • 2005-10-18 → 2008-09-04
    Kestra Investment Services, Llc
    Woodcliff Lake, NJ
    Montgomery, NY
    Woodcliff Lake, NJ
Other Businesses

1. Non-Variable Insurance Sales; Investment Related; 500 North Franklin Turnpike, Suite 104 Ramsey, NJ 07446; Non-Variable Insurance Sales and Annuities; Insurance Agent; Sales and service of non-variable insurance and annuities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-02-16
S63 Uniform Securities Agent State Law Examination 1992-03-30
  • S66 Uniform Combined State Law Examination
    2000-02-16
  • S63 Uniform Securities Agent State Law Examination
    1992-03-30

View on SEC IAPD

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