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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nardi & Associates | Totowa | NJ | 05/2003 | Present |
| World Investments, Llc | Lincroft | NJ | 01/2022 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 10/2025 | Present |
NARDI & ASSOCIATES LLC 37 VREELAND AVE, TOTOWA, NJ 07512 TAX & ACCOUNTING FIRM MANAGING PARTNER/CPA - 5/20/2003 PREPARE TAXES, KEEP CLIENT'S BOOKS, MANAGE EMPLOYEES, CONSULT CLIENTS ON TAX RELATED ISSUES 160 HRS MONTH/160 HRS MONTH DURING MKT HRS INSURANCE AGENT - 1/22/2022 37 VREELAND AVENUE, 2ND FL, TOTOWA, NJ 07512 INVESTMENT RELATED SALES & SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 5 HRS MONTH/5 HRS MONTH DURING MKT HRS WOODHULL CROSSING, INC. 4 WOODHILL AVENUE, LITTLE FALLS, NJ 07424 SHAREHOLDER - 9/23/2020 BAR/RESTAURANT/BANQUET HALL PASSIVE SHAREHOLDER WITH NO ACTIVE MANAGEMENT. ASSIST IN PROVIDING ACCESS TO VENDORS OR REPLENISHING REGISTERS 1 HRS MONTH/1 HRS MONTH DURING MKT HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-31 |
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