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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 2025-10-15
TX RA APPROVED 2025-10-13
  • NJ RA
    APPROVED
    Since 2025-10-15
  • TX RA
    APPROVED
    Since 2025-10-13

Branch Locations

847 Broadway, Bayonne, NJ 07002 • 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
Unemployed Bayonne NJ 08/1991 Present
World Investments, Llc Lincroft NJ 10/1991 Present
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
  • 08/1991 → Present
    Unemployed
    Bayonne, NJ
  • 10/1991 → Present
    World Investments, Llc
    Lincroft, NJ
  • 10/2025 → Present
    Santa Barbara, CA
Other Businesses

WORLD/TFS INSURANCE AGENCY 437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738 INSURANCE AGENT 5/1/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUITIES 10 HRS MONTH/10 HRS MONTH DURING MKT HRS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-10
S63 Uniform Securities Agent State Law Examination 2000-08-03
  • S65 Uniform Investment Adviser Law Examination
    2015-11-10
  • S63 Uniform Securities Agent State Law Examination
    2000-08-03

View on SEC IAPD

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