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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-31
NJ RA APPROVED 2026-07-15
CO RA APPROVED 2019-03-06
  • FL RA
    APPROVED
    Since 2026-07-31
  • NJ RA
    APPROVED
    Since 2026-07-15
  • CO RA
    APPROVED
    Since 2019-03-06

Branch Locations

Littleton, CO • United States

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

Bradenton, FL • 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
Strategic Retirement Partners Shorewood IL 12/2015 02/2019
Kestra Financial Services, Inc. Austin TX 04/2016 02/2019
World Investment Advisors, Llc Lincroft NJ 02/2019 Present
Pensionmark Securities, Llc Santa Barbara CA 01/2021 11/2025
World Investments, Llc Lincroft NJ 10/2025 Present
  • 12/2015 → 02/2019
    Strategic Retirement Partners
    Shorewood, IL
  • 04/2016 → 02/2019
    Kestra Financial Services, Inc.
    Austin, TX
  • 02/2019 → Present
    Lincroft, NJ
  • 01/2021 → 11/2025
    Pensionmark Securities, Llc
    Santa Barbara, CA
  • 10/2025 → Present
    World Investments, Llc
    Lincroft, NJ
Previous Registrations
  • 2016-04-18 → 2019-03-06
    Littleton, CO
  • 2014-08-08 → 2016-09-22
    Kestra Investment Services, Llc
    Denver, CO
    Denver, CO
    Austin, TX
    Phoenix, AZ
    Littleton, CO
  • 2011-07-08 → 2014-08-08
    Financial Telesis Inc
    San Rafael, CA
    Denver, CO
    Denver, CO
Other Businesses

1. Outside Non-Variable Insurance Sales Littleton, CO 80123; 1/1/1999; Non-Variable Insurance & Annuities; Agent; 1 hours per month; 0 hours per trading hours; Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments. 2. 401kdeevy LLC; Littleton, CO, Investment related, Nature of business: retirement consulting, Managing director since 2/22/19, 160/180hrs/month during securities trading hours, use the LLC as an operating account and entity. 3. Stetson #36, LLC; Non-Investment Related; Rental Property; Partner; 5/29/2022; 1 hour per month; 1 hour during trading hours; Rental Property. 4. Aruba #303, LLC; Non-Investment Related; Real Estate Company for Vacation Rentals; Littleton,CO 80123; Vacation Rental; Member; 2 hours per month; 2 hours during trading hours; work with property manager who handles most of the day-to-day issues with the property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-07
S63 Uniform Securities Agent State Law Examination 1999-02-12
  • S65 Uniform Investment Adviser Law Examination
    2011-07-07
  • S63 Uniform Securities Agent State Law Examination
    1999-02-12
Other Names
  • Kristen Ann Ravenscroft

View on SEC IAPD

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