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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 2025-08-01
  • RI RA
    APPROVED
    Since 2025-08-01

Branch Locations

475 Kilvert St., 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
Preferred Pump And Equipment Ct CT 06/2017 08/2021
Jersey Mike'S Ct CT 05/2016 04/2017
Skechers Nh NH 09/2019 11/2019
Chik-Fil-A Ct CT 03/2016 11/2016
Immaculate High School Ct CT 08/2013 05/2017
Ymca Ct CT 05/2018 08/2018
Salem Golf Club Ny NY 05/2018 05/2018
Lee Seward Plumbing Ct CT 11/2019 01/2020
Uber Ca CA 05/2022 02/2024
Fidelity Investments Smithfield RI 03/2024 06/2025
Keeler Tavern Museum Ct CT 04/2016 09/2018
Preferred Pump And Equipment Ma MA 08/2022 02/2024
Thomas More College Of Liberal Arts Nh NH 01/2021 05/2022
University Of Dallas Tx TX 08/2017 06/2018
Thomas More College Of Liberal Arts Nh NH 08/2018 05/2022
Fidelity Investments Boston MA 03/2025 06/2025
Pensionmark Securities, Llc Santa Barbara CA 07/2025 Present
World Investment Advisors, Llc Santa Barbara CA 07/2025 Present
World Investments, Inc. Warwick RI 10/2025 Present
  • 06/2017 → 08/2021
    Preferred Pump And Equipment
    Ct, CT
  • 05/2016 → 04/2017
    Jersey Mike'S
    Ct, CT
  • 09/2019 → 11/2019
    Skechers
    Nh, NH
  • 03/2016 → 11/2016
    Chik-Fil-A
    Ct, CT
  • 08/2013 → 05/2017
    Immaculate High School
    Ct, CT
  • 05/2018 → 08/2018
    Ymca
    Ct, CT
  • 05/2018 → 05/2018
    Salem Golf Club
    Ny, NY
  • 11/2019 → 01/2020
    Lee Seward Plumbing
    Ct, CT
  • 05/2022 → 02/2024
    Uber
    Ca, CA
  • 03/2024 → 06/2025
    Fidelity Investments
    Smithfield, RI
  • 04/2016 → 09/2018
    Keeler Tavern Museum
    Ct, CT
  • 08/2022 → 02/2024
    Preferred Pump And Equipment
    Ma, MA
  • 01/2021 → 05/2022
    Thomas More College Of Liberal Arts
    Nh, NH
  • 08/2017 → 06/2018
    University Of Dallas
    Tx, TX
  • 08/2018 → 05/2022
    Thomas More College Of Liberal Arts
    Nh, NH
  • 03/2025 → 06/2025
    Fidelity Investments
    Boston, MA
  • 07/2025 → Present
    Pensionmark Securities, Llc
    Santa Barbara, CA
  • 07/2025 → Present
    Santa Barbara, CA
  • 10/2025 → Present
    World Investments, Inc.
    Warwick, RI
Previous Registrations
  • 2025-03-31 → 2025-06-12
    Smithfield, RI
    Cranston, RI
    Boston, MA
  • 2024-09-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cranston, RI
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-19
  • S66 Uniform Combined State Law Examination
    2024-08-19
Other Names
  • Jp Baughman

View on SEC IAPD

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