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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
  • NJ RA
    APPROVED
    Since 2025-10-15

Branch Locations

437 Newman Springs Road, Lincroft, NJ 07738 • 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
World Investments, Llc Lincroft NJ 03/2015 Present
World Investment Advisors, Llc Lincroft NJ 10/2025 Present
Previous Registrations
  • 2015-01-02 → 2015-04-03
    Msi Financial Services, Inc.
    Fairfield, NJ
  • 2013-03-20 → 2015-01-02
    New England Securities
    Wall Township, NJ
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-25
S63 Uniform Securities Agent State Law Examination 2005-12-14
  • S65 Uniform Investment Adviser Law Examination
    2013-01-25
  • S63 Uniform Securities Agent State Law Examination
    2005-12-14

View on SEC IAPD

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