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World Investment Advisors, LLC CRD 208512
$71.6B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-04-05 |
Branch Locations
1033 W Roosevelt Way, 3Rd Floor, Tempe, AZ 85288 • United States
Laveen, AZ • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-25 |
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