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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-22 |
| VA | RA | APPROVED | 2024-07-02 |
| OH | RA | APPROVED | 2024-07-01 |
Branch Locations
8000 Towers Crescent Dr. Suite 1350, Vienna, VA 22182 • United States
8 E. Broad Street, Unit 1501, Columbus, OH 43215 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciary Wealth Management, Llc (157290) | Alexandria | VA | 04/2011 | Present |
| Cardinal Compliance, Llc | Riverside | OH | 09/2010 | 12/2016 |
| Advisory Group Equity Services Ltd | Reading | MA | 07/2011 | 12/2016 |
| World Investment Advisors, Llc | Santa Barbara | CA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-26 |
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