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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gabelli & Company, Inc. | New York | NY | 06/2006 | 07/2023 |
| World Investments, Llc | Lincroft | NJ | 07/2023 | 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 07737; Non-Variable Insurance & Annuities; Insurance Agent; 10/29/2025; 2 hours per month; 2 hours during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-04 |
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