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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-28 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 05/1995 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 10/2025 | Present |
1. Outside Non-Variable Insurance Sales; Investment Related; 437 Newman Springs Road Lincroft, NJ 07737; Non-Variable Insurance & Annuities; Insurance Agent; 6/30/2010; 6 HRS MONTH/6 HRS MONTH DURING MKT HRS; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments. 2. BLUEROCK MORTGAGE, LLC; Investment Related;1120 CAMPUS DRIVE, MORGANVILLE, NJ 07751; MORTGAGE LOAN COMPANY PROVIDING HOME PURCHASE AND REFINANCING SERVICES IN NJ ONLY; LOAN OFFICER/MORTGAGE ORIGINATOR; 7/25/2025; 2 HRS MONTH/2 HRS MONTH DURING MKT HRS; ACTING AS A LICENSED MORTGAGE ORIGINATOR ON A PART-TIME BASIS, AS A COMPLIMENT TO MY CURRENT WEALTH MANAGEMENT BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-07 |
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