Tony Joseph Winkeljohn

Current Employers

World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2015-07-01

IN RA
APPROVED

Since 2015-07-01

Branch Locations

2853 East Dupont Road, Fort Wayne, IN 46825 • United States

437 Newman Springs Road, Lincroft, NJ 07738 • 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 No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
World Investment Advisors, Llc	Santa Barbara	CA	06/2015	Present
Capfinancial Securities, Llc	Raleigh	NC	06/2015	09/2017
Pensionmark Securities, Llc	Fort Wayne	IN	09/2017	11/2025
World Investments, Inc.	Fort Wayne	IN	10/2025	Present

06/2015 → Present

World Investment Advisors, Llc

Santa Barbara, CA
06/2015 → 09/2017

Capfinancial Securities, Llc

Raleigh, NC
09/2017 → 11/2025

Pensionmark Securities, Llc

Fort Wayne, IN
10/2025 → Present

World Investments, Inc.

Fort Wayne, IN

Previous Registrations

2010-11-03 → 2015-07-09

Independent Financial Partners

Fort Wayne, IN
2008-12-09 → 2010-12-01

Nrp Advisors, Inc.

Fort Wayne, IN
2001-10-15 → 2008-12-08

New England Securities

Fort Wayne, IN

Fort Wayne, IN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-10-10
S63	Uniform Securities Agent State Law Examination	1992-10-09

S65 Uniform Investment Adviser Law Examination

1994-10-10
S63 Uniform Securities Agent State Law Examination

1992-10-09