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Gregory James King

World Investment Advisors, LLC

Waukesha, WI

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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-06-30
  • WI RA
    APPROVED
    Since 2026-06-30

Branch Locations

20800 Swenson Drive, Suite 425, Waukesha, WI 53029 • 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
Charles Schwab And Co Milwaukee WI 03/2015 07/2023
Charles Schwab Bank Milwaukee WI 11/2017 07/2023
Johnson Wealth Inc Waukesha WI 08/2023 06/2026
Johnson Bank Waukesha WI 08/2023 06/2026
World Investment Advisors, Llc Lincroft NJ 06/2026 Present
  • 03/2015 → 07/2023
    Charles Schwab And Co
    Milwaukee, WI
  • 11/2017 → 07/2023
    Charles Schwab Bank
    Milwaukee, WI
  • 08/2023 → 06/2026
    Johnson Wealth Inc
    Waukesha, WI
  • 08/2023 → 06/2026
    Johnson Bank
    Waukesha, WI
  • 06/2026 → Present
    World Investment Advisors, Llc
    Lincroft, NJ
Previous Registrations
  • 2023-08-23 → 2026-06-30
    Johnson Wealth Inc.
    Milwaukee, WI
    Waukesha, WI
  • 2017-05-15 → 2023-07-27
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Milwaukee, WI
    Edina, MN
    Middleton, WI
    Brookfield, WI
    Milwaukee, WI
    Middleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-15
S63 Uniform Securities Agent State Law Examination 2015-11-21
  • S66 Uniform Combined State Law Examination
    2017-05-15
  • S63 Uniform Securities Agent State Law Examination
    2015-11-21
Designations

View on SEC IAPD

Other Firms

DANA INVESTMENT ADVISORS INC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

BRIAN VICTOR LEHKY
MARK RICHARD MIRSBERGER
MIKHAIL I ALKHAZOV
STEVEN ALLEN JAEGER
NOAMAN A.Q. SHARIEF
JEROME JOSEPH VERANTH
MATTHEW ROBERT SLOWINSKI
DANIEL GLENN SIEVERS

Other Offices

DANA INVESTMENT ADVISORS INC · WAUKESHA, WI
DANA INVESTMENT ADVISORS INC · Waukesha, WI
RAYMOND JAMES & ASSOCIATES, INC. · Waukesha, WI
WELLS FARGO CLEARING SERVICES, LLC · WAUKESHA, WI
WORLD INVESTMENT ADVISORS, LLC · Waukesha, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAUKESHA , WI
OSAIC WEALTH, INC. · WAUKESHA, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Waukesha, WI

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