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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 05/2009 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
1. OUTSIDE NON-VARIABLE INSURANCE SALES; INVESTMENT RELATED; 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738; NON-VARIABLE INSURANCE AND ANNUITIES; AGENT; 5/1/2025; 30 HRS MONTH/20 HRS MONTH DURING MKT HRS; SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUITIES THROUGH ONE OR MORE UNAFILLIATED CARRIER APPOINTMENTS. 2. BLUEROCK MORTGAGE LLC; INVESTMENT RELATED; 1120 CAMPUS DRIVE, MORGANVILE, NJ 07751; MORTGAGE PRODUCTS; LOAN OFFICER/MORTGAGE ORIGINATOR; START 7/15/2025; 20 HRS MONTH/10 HRS MONTH DURING MKT HRS;Help clients decide if they need a mortgage. Buying, refinancing, getting a reverse. Gather all of their information and assist in the application process and assist if needed during underwriting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-03 |
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