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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-30 |
| OH | RA | APPROVED | 2024-07-26 |
Branch Locations
9825 Kenwood Road Suite 108, Blue Ash, OH 45242 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Blue Ash | OH | 09/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Cincinnati | OH | 03/2020 | 07/2024 |
| World Investments, Inc | Lincroft | NJ | 07/2024 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 07/2024 | Present |
Business Ownership; Rhino Boss LLC; Advisor; Fitness; Cincinnati, OH 45242; Not Investment Related; Jan 2016; 10 to 19 hours per month; 1-9 during trading hours. Non-Variable Insurance Sales; Investment Related; 9825 KENWOOD ROAD SUITE 108 BLUE ASH, OH- Non-Variable Insurance Sales- Insurance Agent; 7/19/2024;Non-Variable Insurance SALES AND SERVICES; 5 HRS MO, 4 HRS DURING TRADING HOURS; SALES AND SERVICE OF CURRENT AND EXISTING INSURANCE POLICIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-26 |
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