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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-22 |
Branch Locations
9825 Kenwood Road Suite 108, Blue Ash, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cincinnati | OH | 03/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Cincinnati | OH | 03/2020 | Present |
| World Investments, Inc. | Lincroft | NJ | 07/2024 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 07/2024 | Present |
1. INSURANCE - LICENSED TO SELL ACCIDENT/LIFE/HEALTH/VARIABLE SALES AND SERVICES; 0 HRS MO, 0 HRS DURING TRADING HOURS (NOT CURRENTLY SELLING, BUT MAY DO SO IN THE FUTURE)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-03-10 |
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