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World Investment Advisors, LLC CRD 208512
$71.6B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-16 |
Branch Locations
St. Petersburg, FL • United States
Mailing Address 740 4Th Street North, # 515, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seabridge Wealth Management, Llc | St. Petersburg | FL | 06/2011 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 09/2022 | Present |
1. REW CONSULTING; NON-INVESTMENT RELATED; 701 WEEDON DRIVE, NE, ST. PETERSBURG, FL 33702; REW PROVIDES SOFTWARE AND CLOUD CONSULTING SERVICES TO COMPANIES RELATED TO IT INFRASTRUCTURE, APPLICATION OF DEVELOPMENT, AND ENTERPRISE BUSINESS TECHNOLOGY TRANSFORMATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-24 |
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