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Benjamin William Westney

World Investment Advisors, LLC

Garden Ridge, TX

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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-04-21
TX RA APPROVED 2017-10-27
  • LA RA
    APPROVED
    Since 2026-04-21
  • TX RA
    APPROVED
    Since 2017-10-27

Branch Locations

19269 Fm 2252 Suite 200, Garden Ridge, TX 78266 • 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
Minnesota Life Ins Co St Paul MN 10/2013 10/2017
Securian Financial Services, Inc St Paul MN 10/2013 10/2017
Planto Roe Financial Svcs Inc San Antonio TX 10/2013 10/2017
Freelance Classical Musician San Antonio TX 05/2003 Present
Pensionmark Securities, Llc Santa Barbara CA 10/2017 Present
World Investment Advisors Dba Wd Pensionmark Santa Barbara CA 10/2017 Present
  • 10/2013 → 10/2017
    Minnesota Life Ins Co
    St Paul, MN
  • 10/2013 → 10/2017
    Securian Financial Services, Inc
    St Paul, MN
  • 10/2013 → 10/2017
    Planto Roe Financial Svcs Inc
    San Antonio, TX
  • 05/2003 → Present
    Freelance Classical Musician
    San Antonio, TX
  • 10/2017 → Present
    Pensionmark Securities, Llc
    Santa Barbara, CA
  • 10/2017 → Present
    World Investment Advisors Dba Wd Pensionmark
    Santa Barbara, CA
Previous Registrations
  • 2013-12-23 → 2017-10-24
    Securian Financial Services, Inc.
    San Antonio, TX
Other Businesses

1. Non-variable Insurance; Investment Related; 10/2017-PRES; San Antonio, TX 782483 1/1/2014; Insurance Agent; 2 hours per month; 0 hours during trading hours; Sales and service of non-variable insurance products. 2. FREELANCE CLASSICAL MUSICIAN; Non-Investment Related; San Antonio, TX 78248; Musician; 06/03-PRES; 1 hour per month; 0 hours during trading hours; I am occasionally hired as a cellist to perform at various live music events. 3. 14615 Snip Rental Home; Non-Investment Related; San Antonio, TX 78248; Rental Home; Owner; 1/1/2024; 2 hours per month; 0 hours during trading hours; Property management - leasing, maintenance, rent collection. 4. Paylocity; Non-Investment Related; 1400 American Ln, Schaumberg, IL 60173; Payroll Provider; Solicitor; 7/29/2025; 1 hour per month; 1 hour during trading hours; refer potential clients to paylocity for payroll services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-16
  • S66 Uniform Combined State Law Examination
    2013-12-16
Designations

View on SEC IAPD

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