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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Nashua | NH | 05/2009 | 10/2018 |
| The Cerato Group Llc | Nashua | NH | 10/2018 | Present |
| Cantella & Co., Inc. | Boston | MA | 11/2018 | 08/2020 |
| World Investment Advisors, Llc | Santa Barbara | CA | 09/2025 | Present |
1. Otarec Family Holdings, LLC; Investment Related; 60 Main St., Nashua, NH 03060; Commercial Real Estate Investment; Manager and Sole Owner; 5/1/2008; 1 hour per month; 1 hour during trading hours; Owner of the business and have a property manager that handles the day-to-day operations. 2. KCRC Holdings, LLC; Investment Related; 4 Water St., Nashua, NH 03060; Commercial Real Estate Investment; Manager and Sole Owner; 11/15/2004; 1 hour per month; 1 hour during trading hours; Owner of the business and have a property manager that handles the day-to-day operations. 3. TCG Wealth Management; Investment Related; 4 WATER ST, Suite 201, Nashua NH 03060; Non-Variable Insurance Sales; Managing Director/Insurance Agent; 1/1/2025; 1 hour per month; 1 hour during trading hours; Sales and service of Non-Variable Insurance and Annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-25 |
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