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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-19 |
Branch Locations
20800 Swenson Dr. Suite 425, Waukesha, WI 53186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Financial Group | Mequon | WI | 01/2017 | 06/2022 |
| West Allis Car Wash | West Allis | WI | 11/2014 | 04/2018 |
| Paulies Pub & Eatery | West Allis | WI | 07/2021 | 07/2022 |
| R.W. Baird | Milwaukee | WI | 06/2022 | 06/2023 |
| Ameriprise Financial Services, Llc | Brookfield | WI | 07/2023 | 08/2026 |
| World Investments, Llc | Lincroft | NJ | 08/2026 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 08/2026 | Present |
1. Outside Non-Variable Insurance Sales; Investment Related; 437 Newman Springs Road Lincroft, NJ 07737; Non-Variable Insurance Sales; Insurance Agent; 8/3/2026; 1 hour per month; 1 hour during trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments. 2. Longshots Sports Bar; Non-Investment Related; 5045 W Loomis Rd, Milwaukee, WI 53220; Bar; Bartender; 06/01/2016; 8 hours per month; 0 hours during trading hours; Provide bartending services, including preparing and serving beverages, assisting customers, and processing payments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-21 |
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