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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2023-05-02
  • RI RA
    APPROVED
    Since 2023-05-02

Branch Locations

475 Kilvert Street Suite 350, Warwick, RI 02886 • 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
Unemployment New York NY 05/2016 02/2017
Wells Fargo Clearing Services, Llc Mystic CT 07/2018 01/2021
Metalor Technologies North Attleboro MA 04/2017 05/2018
Ameriprise Financial Services Llc Mystic CT 01/2021 01/2021
Lpl Financial Llc Glastonbury CT 01/2021 04/2023
World Investment Advisors, Llc Lincroft NJ 04/2023 Present
Pensionmark Securities, Llc Santa Barbara FL 04/2023 10/2025
World Investments, Inc. Lincroft NJ 10/2025 Present
Previous Registrations
Other Businesses

1. Non-Variable Insurance; Investment Related: 475 Kilvert St., Suite 350, Warwick, RI 02886;Non-Variable Insurance; 4/6/2023; 0 hours per month; 0 hours during trading hours; Sales and service of Non-Variable Insurance - currently not selling, however; may do so in the future. 2. Twelve Catering, LLC; Non-Investment Related; 31 State St. Bristol, RI 02809; Owns and operates Foglia, which is a restaurant; Minority Owner; 6/8/2022; 0 hours per month; 0 hours during trading hours; No duties. 3. PensionmarkMeridien (DBA MBI Investment Advisors), Investment Related; 475 Kilvert St. Suite 350, Warwick, RI 02886; Investment Consulting Firm; Advisor; 160 hours per month; 160 hours during trading hours; Consult with client's on their financial needs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-24
  • S66 Uniform Combined State Law Examination
    2018-10-24
Designations

View on SEC IAPD

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