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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-10-28
  • SC RA
    APPROVED
    Since 2025-10-28

Branch Locations

3730 Betsy Kerrison Parkway Suite 1, Johns Island, SC 29455 • 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
Schuler Associates, Pc. Inc Johns Island SC 09/1988 Present
World Investments, Llc Lincroft NJ 11/1994 Present
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
  • 09/1988 → Present
    Schuler Associates, Pc. Inc
    Johns Island, SC
  • 11/1994 → Present
    World Investments, Llc
    Lincroft, NJ
  • 10/2025 → Present
    Santa Barbara, CA
Other Businesses

WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 10/14/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 160 HRS MONTH/120 HRS MONTH DURING MKT HRS SCHULER ASSOCIATES PC 3730 BETSY KERRISON PARKWAY, SUITE 1, JOHNS ISLAND, SC 29455 MANAGEMENT CONSULTANT - 10/14/2025 MANAGEMENT CONSULTING, ACCOUNTING, TAX PLANNING & PREPARATION CONSULT WITH BUSINESS OWNERS REGARDING ALL BUSINESS OPERATION INCLUDING ACCOUNTING AND TAXES 160 HRS MONTH/120 HRS MONTH DURING MKT HRS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-31
S63 Uniform Securities Agent State Law Examination 1998-07-06
  • S65 Uniform Investment Adviser Law Examination
    2014-05-31
  • S63 Uniform Securities Agent State Law Examination
    1998-07-06

View on SEC IAPD

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