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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-05 |
Branch Locations
1055 Westlakes Drive Suite 130, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-05 |
| S66 | Uniform Combined State Law Examination | 2009-07-23 |
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