Best Investors
Account
Sign in
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-15 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 03/2015 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 10/2025 | Present |
1. Outside Non-Variable Insurance Sales; Investment Related; 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738; Non-Variable Insurance & Annuities; Insurance Agent; 3/27/2015; 40 HRS MONTHLY/40 HRS DURING MKT HRS; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments. 2. BLUEROCK MORTGAGE, LLC; INVESTMENT RELATED; 1120 CAMPUS DRIVE, MORGANVILLE, NJ 07751; Residential mortgage Origination and Refinancing; LOAN OFFICER/MORTGAGE ORIGINATOR; 7/1/2025; 12 HRS MONTHLY/12 HRS DURING MKT HRS; ACTING AS A LICENSED MORTGAGE ORIGINATOR ON A PART-TIME BASIS, AS A COMPLIMENT TO MY CURRENT WEALTH MANAGEMENT BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-14 |
Reach out to this advisor