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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Got Refund.cOm Inc | Newburgh | NY | 07/2013 | Present |
| Avantax Investment Services, Inc. | Newburgh | NY | 04/2016 | 01/2021 |
| Avantax Advisory Services | Newburgh | NY | 04/2016 | 10/2021 |
| World Investments, Llc | Lincroft | NJ | 01/2021 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 10/2025 | Present |
EXECUTIVE BUSINESS GROUP, LLC 5020 ROUTE 9W, SUITE 102, NEWBURGH, NY 12550 MANAGING PARTNER - 12/1/2019 INVESTMENT RELATED BOOKKEEPING/PAYROLL/BUSINESS TAX PREP OVERSEE DAILY BUSINESS OPERATION, STAFF SUPERVISION, PROVIDE TAX PREP SERVICES FOR CLIENTS 10 HRS MONTH/10 HRS MONTH DURING MKT HRS GOT REFUND.COM, INC. 5020 ROUTE 9W, SUITE 102, NEWBURGH, NY 12550 VICE PRESIDENT - 12/1/2019 TAX PREPARATION INVESTMENT RELATED OVERSEE DAILY BUSINESS OPERATION, STAFF SUPERVISION, PROVIDE TAX PREP SERVICES FOR CLIENTS 120 HRS MONTH/120 HRS MONTH DURING MKT HRS INSURANCE AGENT - 10/28/2020 5020 ROUTE 9W, SUITE 102, NEWBURGH, NY 12550 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 10 HRS MONTH/10 HRS MONTH DURING MKT HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-12 |
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