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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-06-28
  • OH RA
    APPROVED
    Since 2024-06-28

Branch Locations

455 Hutchinson Avenue Suite 860, Columbus, OH 43235 • 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
Ameriprise Financial Services, Inc. Mayfield OH 10/2009 06/2021
Raymond James Financial Services Columbus OH 06/2021 Present
Raymond James Financial Services Advisors Columbus OH 06/2021 Present
Ameriprise Financial Services, Inc. Dublin OH 10/2009 06/2021
Patterson, Turner & Associates Columbus OH 06/2021 Present
World Investments, Inc. Lincroft NJ 06/2024 Present
Pensionmark Financial Group, Llc Santa Barbara CA 06/2024 Present
  • 10/2009 → 06/2021
    Ameriprise Financial Services, Inc.
    Mayfield, OH
  • 06/2021 → Present
    Raymond James Financial Services
    Columbus, OH
  • 06/2021 → Present
    Raymond James Financial Services Advisors
    Columbus, OH
  • 10/2009 → 06/2021
    Ameriprise Financial Services, Inc.
    Dublin, OH
  • 06/2021 → Present
    Patterson, Turner & Associates
    Columbus, OH
  • 06/2024 → Present
    World Investments, Inc.
    Lincroft, NJ
  • 06/2024 → Present
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
Previous Registrations
  • 2021-06-04 → 2024-07-25
    Columbus, OH
    Columbus, OH
  • 2009-10-05 → 2021-06-07
    Minneapolis, MN
    Mayfield, OH
    Westlake, OH
    Dublin, OH
    Pepper Pike, OH
    Toledo, OH
    Westlake, OH
    Sewickley, PA
    Hollidaysburg, PA
    Akron, OH
    Charleston, WV
  • 2003-07-14 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    Mayfield, OH
    Westlake, OH
    Columbus, OH
    Columbus, OH
Other Businesses

(1)Name of Business: Air SMT, LLC Address: 1075 Pittsburgh Dr, Delaware , OH, 43015, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This LLC is a shell for airplane ownership. (2)Name of Business: Boston Harbor Address: 100 E Campus View Blvd, Columbus, OH, 43235-4647, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/04/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: support company only (3)Name of Business: Old Pal Flying Club, LLC Address: 1075 Pittsburgh Dr, Delaware, OH, 43015, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 07/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: LLC used for flight instruction. I am the owner of the airplane. My partner is the Certified Flight Instructor. We do not rent the airplane to the general public. (4)Name of Business: Patterson, Turner & Associates Address: 100 E Campus View Blvd, Columbus, OH, 43235-4647, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/04/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner / Managing Director.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-16
S63 Uniform Securities Agent State Law Examination 1994-10-19
  • S65 Uniform Investment Adviser Law Examination
    2001-02-16
  • S63 Uniform Securities Agent State Law Examination
    1994-10-19
Other Names
  • Scott Michael Turner

View on SEC IAPD

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