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Kamaila Sanders

World Investment Advisors, LLC

Tempe, AZ

Laveen, AZ

CRD 6238713

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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
AZ RA APPROVED 2022-04-05
  • AZ RA
    APPROVED
    Since 2022-04-05

Branch Locations

1033 W Roosevelt Way, 3Rd Floor, Tempe, AZ 85288 • United States

Laveen, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 08/2013 12/2019
Empower Retirement Denver CO 12/2019 10/2021
Sequoia Consulting Group Tempe AZ 10/2021 Present
World Investment Advisors, Llc Santa Barbara CA 10/2021 Present
  • 08/2013 → 12/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 12/2019 → 10/2021
    Empower Retirement
    Denver, CO
  • 10/2021 → Present
    Sequoia Consulting Group
    Tempe, AZ
  • 10/2021 → Present
    Santa Barbara, CA
Other Businesses

1. The Vactioneer; Non-Investment Related; 108 Templeton Pkwy., Watertown, MA 02472; Disney Travel Agent; Vacation Planner; 10/2019; 10 hours per month; 0 hours during trading hours; Book vacation packages, dining & planning recommendations. Panelist on weekly YouTube show Parks Center with travel agent sponsor, WDWNT.com.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-14
S63 Uniform Securities Agent State Law Examination 2013-09-25
  • S65 Uniform Investment Adviser Law Examination
    2022-03-14
  • S63 Uniform Securities Agent State Law Examination
    2013-09-25
Other Names
  • Kamaila Alexandra Sanders

View on SEC IAPD

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