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Molly Knapp

World Investment Advisors, LLC

Walnut Creek, CA

San Francisco, CA

San Mateo, CA

San Francisco, CA

CRD 3147116

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Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-01-07
TX RA APPROVED_RES 2021-11-02
CA RA APPROVED 2018-08-09
  • OH RA
    APPROVED
    Since 2022-01-07
  • TX RA
    APPROVED_RES
    Since 2021-11-02
  • CA RA
    APPROVED
    Since 2018-08-09

Branch Locations

2001 N Main Street, Ste 270, Walnut Creek, CA 94596 • United States

535 Mission St, 10Th Floor, San Francisco, CA 94105 • United States

1850 Gateway Dr, Ste 700, San Mateo, CA 94404 • United States

158 W. 27Th St., 5Th Floor, San Francisco, CA 94105 • 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
Global Retirement Partners, Llc San Rafael CA 07/2016 06/2018
Pensionmark Securities, Llc Santa Barbara CA 07/2018 11/2024
World Investment Advisors, Llc Santa Barbara CA 07/2018 Present
Lpl Financial, Llc San Mateo CA 03/2016 06/2018
Sequoia San Mateo CA 02/2016 Present
Previous Registrations
Other Businesses

(1) 03/29/2016: Sequoia Consulting Group - DBA - Investment Related - 1850 Gateway Dr., Ste 600, San Mateo CA 94404 - Start 03/08/2016

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-07
S63 Uniform Securities Agent State Law Examination 1999-02-26
  • S65 Uniform Investment Adviser Law Examination
    2016-11-07
  • S63 Uniform Securities Agent State Law Examination
    1999-02-26
Other Names
  • Molly Lynne Weyer
  • Molly Lynne Hepfner
  • Molly Lynne Knapp

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

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