Best Investors Account Sign in
Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-03
TX RA APPROVED 2024-06-28
  • MA RA
    APPROVED
    Since 2024-07-03
  • TX RA
    APPROVED
    Since 2024-06-28

Branch Locations

34 Main Street Extension, Plymouth, MA 02360 • 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
Deutsche Bank Securities Inc. Boston MA 08/2009 09/2016
Raymond James & Associates, Inc. Boston MA 09/2016 12/2019
Raymond James Financial Services, Inc. Plymouth MA 12/2019 Present
Raymond James Financial Services Advisors, Inc. Plymouth MA 12/2019 Present
World Investments, Inc Lincroft NJ 06/2024 Present
Pensionmark Financial Group, Llc Santa Barbara CA 06/2024 Present
Previous Registrations
Other Businesses

1) Name of Business: Boston Harbor Wealth Advisors LLC Address: 34 Main Street Ext Ste 204, Plymouth, MA, 02360, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/16/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor 2) JMJ Plymouth LLC. Address: Plymouth, MA Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No Start Date: 12/16/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-09
S63 Uniform Securities Agent State Law Examination 1993-08-20
  • S66 Uniform Combined State Law Examination
    2005-05-09
  • S63 Uniform Securities Agent State Law Examination
    1993-08-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Plymouth, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor