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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-23 |
Branch Locations
5 Independence Way Suite 300, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Wealth Management | Princeton | NJ | 12/2003 | Present |
| World Investments, Llc | Lincroft | NJ | 01/2011 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
TOTAL WEALTH MANAGEMENT 5 INDEPENDENCE WAY, SUITE 300, PRINCETON, NJ 08550 OWNER/TAX ADVISOR - 8/3/2001 INVESTMENT RELATED TAX PREPARATION AND CONTINUING EDUCATION FOR RTRP FROM FEB - APRIL 65 HRS MONTH/18 HRS DURING MKT HRS UNDERWRITERS MARKETING SERVICE 100 CENTURY PARKWAY, SUITE 240, MT. LAUREL, NJ 08054 INSURANCE AGENT - 6/1/2008 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUITIES, AND HEALTH -MEDICARE SUPPLEMENT 20 HRS MONTH/10 HRS DURING MKT HRS WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 6/1/2020 INVESMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUITIES 10 HRS MONTH/5 HRS DURING MKT HRS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-10-12 |
| S65 | Uniform Investment Adviser Law Examination | 2008-05-17 |
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