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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-31 |
| NJ | RA | APPROVED | 2025-04-02 |
Branch Locations
500 N Franklin Turnpike, Suite 104, Ramsey, NJ 07446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-28 |
| S65 | Uniform Investment Adviser Law Examination | 2017-08-03 |
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