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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-31
NJ RA APPROVED 2025-04-02
  • TX RA
    APPROVED
    Since 2025-10-31
  • NJ RA
    APPROVED
    Since 2025-04-02

Branch Locations

500 N Franklin Turnpike, Suite 104, Ramsey, NJ 07446 • 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
Kolinsky Wealth Management, Llc Ramsey NJ 03/2017 09/2025
Situs New York City NY 07/2015 10/2016
Gamitee Ltd Jerusalem 10/2016 02/2017
American Portfolios Financial Services, Inc. Ramsey NJ 09/2017 01/2020
The Strategic Financial Alliance, Inc. Atlanta GA 01/2020 03/2025
Kwm Securities Llc Ramsey NJ 06/2023 03/2025
Kolinsky Financial Group, Inc. Ramsey NJ 03/2017 03/2025
Kwm Tpa Services, Llc Ramsey NJ 03/2024 03/2025
World Investment Advisors, Llc Santa Barbara CA 04/2025 Present
World Investments, Llc Lincroft NJ 04/2025 Present
  • 03/2017 → 09/2025
    Kolinsky Wealth Management, Llc
    Ramsey, NJ
  • 07/2015 → 10/2016
    Situs
    New York City, NY
  • 10/2016 → 02/2017
    Gamitee Ltd
    Jerusalem
  • 09/2017 → 01/2020
    American Portfolios Financial Services, Inc.
    Ramsey, NJ
  • 01/2020 → 03/2025
    The Strategic Financial Alliance, Inc.
    Atlanta, GA
  • 06/2023 → 03/2025
    Kwm Securities Llc
    Ramsey, NJ
  • 03/2017 → 03/2025
    Kolinsky Financial Group, Inc.
    Ramsey, NJ
  • 03/2024 → 03/2025
    Kwm Tpa Services, Llc
    Ramsey, NJ
  • 04/2025 → Present
    Santa Barbara, CA
  • 04/2025 → Present
    World Investments, Llc
    Lincroft, NJ
Previous Registrations
  • 2017-08-22 → 2025-09-18
    Kolinsky Wealth Management, Llc
    Ramsey, NJ
Other Businesses

1. Non-Variable Insurance Sales; Investment Related; 500 N Franklin Turnpike, Suite 104, Ramsey, NJ 07446; Non-Variable Insurance and Annuities; Insurance Agent; 4 hours per month; 4 hours during trading hours; Sales and service of non-variable insurance and annuities. 2. Kolinsky Enterprises, LLC; Investment Related; 500 N Franklin Turnpike, Suite 104, Ramsey, NJ 07446; The LLC is a holding company opened to hold passive investments; Member; 0 hours per month; 0 hours during trading hours; Managing personal investments like real estate or private placements.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-09-28
S65 Uniform Investment Adviser Law Examination 2017-08-03
  • S63 Uniform Securities Agent State Law Examination
    2017-09-28
  • S65 Uniform Investment Adviser Law Examination
    2017-08-03
Designations
Other Names
  • Chad Kolinsky

View on SEC IAPD

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