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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2015-06-09
  • MN RA
    APPROVED
    Since 2015-06-09

Branch Locations

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

Eden Prairie, MN • United States

3500 American Boulevard West, Suite 450, Bloomington, MN 55431 • 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
Sevenhills Benefit Partners St. Paul MN 05/2012 12/2017
Capfinancial Securities, Llc Raleigh NC 05/2015 09/2017
World Investment Advisors, Llc Santa Barbara CA 05/2015 Present
Pensionmark Securities, Llc St. Paul MN 09/2017 Present
Sevenhills Cleveland Benefit Partners Bloomington MN 01/2018 05/2022
World Investments, Inc. Bloomington MN 10/2025 Present
  • 05/2012 → 12/2017
    Sevenhills Benefit Partners
    St. Paul, MN
  • 05/2015 → 09/2017
    Capfinancial Securities, Llc
    Raleigh, NC
  • 05/2015 → Present
    Santa Barbara, CA
  • 09/2017 → Present
    Pensionmark Securities, Llc
    St. Paul, MN
  • 01/2018 → 05/2022
    Sevenhills Cleveland Benefit Partners
    Bloomington, MN
  • 10/2025 → Present
    World Investments, Inc.
    Bloomington, MN
Previous Registrations
Other Businesses

1. TB Financial, LLC; Investment Related; 18442 Schroers Farm Rd. Eden Prairie, MN 55347; Formed for Tax Purposes only; Owner; 5/1/2022; 8 hours per month; 8 hours during trading hours; This LLC is not being held out to the public and is for tax purposes only for my Advisory business. 2. Non-Variable Insurance Sales; Investment Related; 3500 American Boulevard West, Suite 450, Bloomington, MN 55431; Non-Variable Insurance and Annuities; Insurance Agent; 11/7/2005; 0 hours per month; 0 hours during trading hours; Sales & Service of non-variable insurance and annuities. I'm not currently selling but may do so in the future.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-17
S66 Uniform Combined State Law Examination 2012-06-22
S63 Uniform Securities Agent State Law Examination 2005-11-21
  • S65 Uniform Investment Adviser Law Examination
    2014-07-17
  • S66 Uniform Combined State Law Examination
    2012-06-22
  • S63 Uniform Securities Agent State Law Examination
    2005-11-21
Other Names
  • Tony Black

View on SEC IAPD

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