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World Investment Advisors, LLC CRD 208512
$71.6B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Catalyst Strength & Conditioning | Fayetteville | AR | 03/2010 | 06/2017 |
| Pensionmark Financial Group | Santa Barbara | CA | 03/2021 | Present |
| Digital Marketing Consultant - Self Employed | Fayetteville | AR | 05/2018 | Present |
| Capitas Financial | Fayetteville | AR | 06/2017 | 05/2018 |
Self-Employed Digital Marketing Consultant; Non-Investment Related; 2221 N Crossover Rd, Fayetteville, AR 72703; Digital Marketing, Website Development; Google Analytics; Owner/Consultant; 5/2018; 60-80 hours per month; 20 hours during trading hours; Digital/Online Marketing & SEO for small to medium sized businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-14 |
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