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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-02 |
Branch Locations
48 South Franklin Turnpike Suite 201, Ramsey, NJ 07446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berry Verduin Koch & Co | Ridgewood | NJ | 09/1977 | 12/2022 |
| World Investments, Llc | Lincroft | NJ | 09/2004 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
1. Verduin Tax Consulting, Inc.; Investment Related; 350 4TH AVE S, Naples FL, 34102; Tax Consulting and Preparation; President; 11/23/2023; 25 hours per month; 25 hours per month hours; 20 hours during trading hours; Provides tax preparation and general tax-related services. 2. DPLN Holdings, LLC; Investment Related; 350 4TH AVE S, Naples, Florida, 34102; Holding company for real estate investments (including REITs) and a retail franchise business; Partner; 2 hours per month; 1 hour during trading hours; Passive ownership interest in an LLC that holds real estate investments (including REITs) and a retail franchise operation (Dunkin' Donuts). No involvement in day-to-day operations or management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-16 |
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