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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-17
PA RA APPROVED 2025-11-04
TX RA APPROVED 2025-11-04
  • FL RA
    APPROVED
    Since 2026-03-17
  • PA RA
    APPROVED
    Since 2025-11-04
  • TX RA
    APPROVED
    Since 2025-11-04

Branch Locations

Naples, FL • United States

1055 Westlakes Drive Suite 130, Berwyn, PA 19312 • 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
Wealth Advisory Group, Inc. Wayne PA 07/1993 11/2025
Bcg Securities, Inc Delran NJ 02/2010 11/2025
World Investments, Llc Lincroft NJ 11/2025 Present
World Investment Advisors, Llc Santa Barbara CA 11/2025 Present
Previous Registrations
  • 1997-04-07 → 2025-11-26
    Wealth Advisory Group, Inc.
    Wayne, PA
  • 2010-02-23 → 2025-11-06
    Cherry Hill, NJ
    Cherry Hill, NJ
    Berwyn, PA
  • 2002-07-30 → 2010-02-19
    New York, NY
    Wayne, PA
Other Businesses

WORLD INSURANCE ASSOCIATES, LLC 100 SOUTH WOOD AVENUE, ISELIN, NJ 08830 BENEFITS BROKER - 3/1/2022 SALES AND SERVICE OF EMPLOYEE BENEFITS PROGRAMS 20 HRS MONTH/10 HRS MONTH DURING MKT HRS LEGATUS INTERNATIONAL 24 FRANK LLOYD WRIGHT DRIVE, SUITE L2800, ANN ARBOR, MI 48105 CATHOLIC LEADERSHIP ORGANIZATION CHAPTER PRESIDENT AND BOARD MEMBER - 1/1/2024 PRESIDENT OF THE LOCAL PHILADELPHIA CHAPTER/RUN MONTHLY MEETINGS, LEADERSHIP COMMITTEE, SERVE ON NATIONAL BOARD OF GOVERNERS 3 HRS MONTH/0 HRS MONTH DURING MKT HRS RICHARD E. CRAFT 659 ANDOVER ROAD, NEWTON SQUARE, PA 19073 INSURANCE AGENT - 1/1/2022 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 3 HRS MONTH/1 HRS MONTH DURING MKT HRS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-04-22
S63 Uniform Securities Agent State Law Examination 1983-11-18
  • S65 Uniform Investment Adviser Law Examination
    1991-04-22
  • S63 Uniform Securities Agent State Law Examination
    1983-11-18
Designations

View on SEC IAPD

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