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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-23 |
| NJ | RA | APPROVED | 2025-10-07 |
Branch Locations
437 Newman Springs Road, Lincroft, NJ 07738 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 06/2016 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-31 |
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