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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-23
NJ RA APPROVED 2025-10-07
  • NY RA
    APPROVED
    Since 2025-10-23
  • NJ RA
    APPROVED
    Since 2025-10-07

Branch Locations

Monroe, NY • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
World Investments, Llc Lincroft NJ 06/2016 Present
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
Previous Registrations
  • 2014-05-15 → 2015-11-16
    Invest Financial Corporation
    Freehold, NJ
    Monroe, NY
Other Businesses

WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 9/18/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 10 HRS MONTH/10 HRS DURING MKT HRS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-12
S63 Uniform Securities Agent State Law Examination 2012-03-31
  • S66 Uniform Combined State Law Examination
    2014-04-12
  • S63 Uniform Securities Agent State Law Examination
    2012-03-31

View on SEC IAPD

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