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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-03
FL RA APPROVED 2024-07-02
TX RA APPROVED 2024-06-28
  • MA RA
    APPROVED
    Since 2024-07-03
  • FL RA
    APPROVED
    Since 2024-07-02
  • TX RA
    APPROVED
    Since 2024-06-28

Branch Locations

Palm City, FL • United States

1400 Computer Drive, Suite 201, Westborough, MA 01581 • 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
Edward Jones Norwell MA 08/2013 01/2017
Raymond James Financial Services, Inc. Westborough MA 01/2017 06/2024
Boston Harbor Wealth Advisors, Llc Action MA 01/2017 10/2018
Raymond James Financial Services Advisors Inc. Westborough MA 03/2017 06/2024
Financial Independence Advisors Westborough MA 01/2017 Present
Pensionmark Financial Group Santa Barbara CA 06/2024 Present
World Investments, Inc. Lincroft NJ 06/2024 Present
  • 08/2013 → 01/2017
    Norwell, MA
  • 01/2017 → 06/2024
    Raymond James Financial Services, Inc.
    Westborough, MA
  • 01/2017 → 10/2018
    Boston Harbor Wealth Advisors, Llc
    Action, MA
  • 03/2017 → 06/2024
    Westborough, MA
  • 01/2017 → Present
    Financial Independence Advisors
    Westborough, MA
  • 06/2024 → Present
    Pensionmark Financial Group
    Santa Barbara, CA
  • 06/2024 → Present
    World Investments, Inc.
    Lincroft, NJ
Previous Registrations
Other Businesses

1. Rental Property; Non-Investment Related; 66 Brockton Ave, Scituate, MA 02066; Residential Property; Owner; 8/1/22; 1 hour per month; 0 hours during trading hours; Collecting rent and arranging for occasional home repairs. 2. Various; Investment Related; Palm City, FL 34990; Life, Health, Disability long-term care and annuity insurance; Insurance Agent; Insurance Agent; 6/27/2024; 0 hours per month; 0 hours during trading hours; Licensed to sell life, health, disability, long-term care, and annuity insurance. Not currently selling but may do so in the future. 3. Rock Junior Golf; Non-Investment Related; 168 Concord Street, Rockland, MA 02370; Junior Golf Business; Partner; 6/17/2024; 1 hour per month; 0 hours during trading hours; Run payroll weekly from June through mid-August.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-08
  • S66 Uniform Combined State Law Examination
    2013-11-08
Designations

View on SEC IAPD

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