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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-10-07 |
| NJ | RA | APPROVED | 2025-10-07 |
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creditek | Lyndhurst | NJ | 06/1993 | Present |
| St. Peters College | Jersey City | NJ | 09/1989 | Present |
| World Investments, Llc | Lincroft | NJ | 12/1993 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
1. Outside Non-Variable Insurance Sales; Investment Related; 437 Newman Springs Road Lincroft, NJ 07738; Non-Variable Insurance and Annuities; Insurance Agent; 11/1/2025; 5 hours per month; 5 hours during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments. 2. FFP Insurance Service; Investment Related; 871 Poole Ave Hazlet, NJ 07730; Non-Variable Insurance and Annuities; Insurance Agent; 11//2025; 5 hours per month; 5 hours during trading hours; Sales and service of non-variable insurance and annuities. 3. COI Marketing, LLC; Non-Investment Related; 600 Prospect St. Maplewood, NJ 07040; Rental Properties and coaching/marketing services; President; 11/1/2025; 5 hours per month; 5 hours during trading hours; I own a variety of rental properties. I generally use contractors and realtors to work on behalf of. I provide coaching and marketing advice to other advisors and companies.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-23 |
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