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World Capital Advisors, LLC CRD 135941
$72.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1636 Logan Street, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-04-12 |
Branch Locations
409 S. Pugh Street, State College, PA 16801 • United States
1636 Logan Street, Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fleck & Associates | State College | PA | 01/2001 | Present |
| Pennsylvania State University | University Park | PA | 01/2000 | Present |
LIFESTYLE RETIREMENT COMPANY: CO-OWNER. THE BUSINESS IS AN INVESTMENT-RELATED BUSINESS, WHICH SERVES AS A THIRD-PARTY ADMINISTRATOR TO QUALIFIED EMPLOYER RETIREMENT BENEFIT PLANS. THE BUSINESS IS LOCATED AT 409 S. PUGH STREET, STATE COLLEGE, PA 16801. THIS IS MY PRIMARY EMPLOYMENT - ALL BUSINESS HOURS DURING SECURITIES TRADING HOURS ARE DEVOTED TO THIS BUSINESS.
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