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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-27 |
Branch Locations
13475 Danielson Street, Suit 200, Poway, CA 92064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investment Advisors, Llc | Santa Barbara | CA | 09/2022 | Present |
| Patriot Growth Insurance Services | Poway | CA | 09/2022 | Present |
| San Diego State University | San Diego | CA | 01/2020 | 12/2022 |
| Molly Maid | Sonoma | CA | 02/2015 | 01/2021 |
| Mufg Union Bank | Poway | CA | 06/2018 | 08/2020 |
1. Patriot Growth Insurance Services, LLC; Non-Investment Related; 501 Office Center Drive, Suite 215 Ft. Washington, PA 19034; Patriot Growth Insurance Services, LLC seeks out agencies that are well-run, forward thinking and poised for growth. They partner with the highest-quality insurance agencies across the US; Associate; 9/1/2022; 160 hours per month; 120 hours during trading hours; Service of employee benefit insurance programs such as health, life, dental, vision, disability and other common employee benefit insurance programs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-08 |
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