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Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-05
  • PA RA
    APPROVED
    Since 2025-11-05

Branch Locations

1055 Westlakes Drive Suite 130, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bcg Securities, Inc. Delran NJ 07/2012 12/2021
Weath Advisory Group, Inc. Wayne PA 07/2012 11/2025
World Investments, Llc Lincroft NJ 11/2025 Present
World Investment Advisors, Llc Santa Barbara CA 11/2025 Present
Previous Registrations
  • 2012-07-31 → 2025-11-26
    Wealth Advisory Group, Inc.
    Berwyn, PA
  • 2012-07-31 → 2021-12-10
    Berwyn, PA
    Cherry Hill, NJ
    Cherry Hill, NJ
  • 2009-10-20 → 2012-07-26
    Cetera Wealth Services, Llc
    Collegeville, PA
    King Of Prussia, PA
Other Businesses

1. Gerald Preschutti; Investment Related; 17 Longacre Drive Collegeville, PA 19426; Non-Variable Insurance & Annuities; Insurance Agent; 11/7/2025; 4 hours per month; 0 hours during trading hours; Sales and Service of non-variable Insurance & Annuities. 2. IQVIA; Non-Investment Related; 2400 Ellis Road, Durham, NC 27703; IQVIA is a global leader in advanced analytics, technology solutions, and contract research services for the life sciences industry; Manager; 12/31/2002; 160 hours per month; 130 hours during trading hours; Manage a team of business analysts. 3. World Insurance; Investment Related; 1055 Westlakes Drive, Suite 130, Berwyn, PA 19312; Non-Variable Insurance & Annuities; Insurance Agent; 11/7/2025; 10 hours per month; 4 hours during trading hours; Sales and service of Non-Variable Insurance and Annuities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-03-05
S66 Uniform Combined State Law Examination 2009-07-23
  • S63 Uniform Securities Agent State Law Examination
    2026-03-05
  • S66 Uniform Combined State Law Examination
    2009-07-23
Other Names
  • Jerry Preschutti

View on SEC IAPD

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