Paul Howard Saks

Current Employers

World Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-11-04
TX	RA	APPROVED	2025-10-30

FL RA
APPROVED

Since 2025-11-04
TX RA
APPROVED

Since 2025-10-30

Branch Locations

Naples, 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

Organization	City	State	From	To
Guardian Life Insurance Co Of America	Bloomfield	NJ	07/2012	Present
World Investments, Llc	Lincroft	NJ	04/2014	Present
World Investment Advisors, Llc	Santa Barbara	CA	10/2025	Present

07/2012 → Present

Guardian Life Insurance Co Of America

Bloomfield, NJ
04/2014 → Present

World Investments, Llc

Lincroft, NJ
10/2025 → Present

World Investment Advisors, Llc

Santa Barbara, CA

Previous Registrations

2013-12-13 → 2014-04-04

Securities America Advisors, Inc.

Kinnelon, NJ
2003-01-23 → 2013-12-19

Park Avenue Securities Llc

Fairfield, NJ

Woodcliff Lake, NJ

Other Businesses

WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 4/14/2014 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 6 HRS MONTH/2 HRS MONTH DURING MKT HRS GUARDIAN LIFE INSURANCE COMPANY BETHLEHEM, PA CFP/INSURANCE AGENT - 9/19/2025 INVESTMENT RELATED SALES AND SERVICE OF LIFE, DISABILITY AND LONG-TERM CARE INSURANCE 2 HRS MONTH/1 HRS MONTH DURING MKT HRS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-11-21
S63	Uniform Securities Agent State Law Examination	1996-12-02

S65 Uniform Investment Adviser Law Examination

2000-11-21
S63 Uniform Securities Agent State Law Examination

1996-12-02

Designations

View on SEC IAPD