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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-17 |
| PA | RA | APPROVED | 2025-11-04 |
Branch Locations
1055 Westlakes Drive Suite 130, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Advisory Group, Inc. | Wayne | PA | 05/2000 | 11/2025 |
| Bcg Securities, Inc. | Delran | NJ | 03/2010 | 11/2025 |
| World Investments, Llc | Lincroft | NJ | 11/2025 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 11/2025 | Present |
1. World Insurance; Investment Related; 1055 Westlakes Drive, Ste 130, Berwyn, PA 19355; Non-Variable Insurance & Annuities; Insurance Agent; 120 hours per month; 80 hours during trading hours; Sales & Service of non-variable insurance and annuities. 2. MVB Riverview Urban Renewal, LLC; Investment Related; P.O. Box 731 Ambler, PA 19002 ( Ambler, PA 19002); I am a 23% owner in the LLC development group that is developing, building, and selling 45 townhomes in Plainsboro, NJ. We have already built and sold 39 of the 45 units thus far with 6 remaining units being built to be sold. Owner; 1/1/2017; 10 hours per month; 4 hours during trading hours; I am mostly a capital investor with limited operational involvement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
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