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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 2026-08-19
  • WI RA
    APPROVED
    Since 2026-08-19

Branch Locations

20800 Swenson Dr. Suite 425, Waukesha, WI 53186 • 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
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
  • 01/2017 → 06/2022
    Johnson Financial Group
    Mequon, WI
  • 11/2014 → 04/2018
    West Allis Car Wash
    West Allis, WI
  • 07/2021 → 07/2022
    Paulies Pub & Eatery
    West Allis, WI
  • 06/2022 → 06/2023
    R.W. Baird
    Milwaukee, WI
  • 07/2023 → 08/2026
    Brookfield, WI
  • 08/2026 → Present
    World Investments, Llc
    Lincroft, NJ
  • 08/2026 → Present
    Lincroft, NJ
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-21
  • S66 Uniform Combined State Law Examination
    2022-12-21
Other Names
  • Carly M Sciano

View on SEC IAPD

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