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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-17
NY RA APPROVED 2021-08-10
  • TX RA
    APPROVED_RES
    Since 2022-10-17
  • NY RA
    APPROVED
    Since 2021-08-10

Branch Locations

800 Westchester Ave. Suite S-714, Rye Brook, NY 10573 • United States

437 Newman Springs Road, Lincroft, NJ 07738 • 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
Cetera Advisor Networks Llc El Segundo CA 09/2013 08/2020
Assured Skcg, Inc White Plains NY 11/2011 Present
Assured Partners Lake Mary FL 10/2015 Present
Pensionmark Securities, Llc Santa Barbara CA 09/2020 10/2025
Pensionmark Financial Group, Llc Santa Barbara CA 09/2020 10/2025
World Investments, Inc. White Plains NY 10/2025 Present
World Investment Advisors, Llc Lincroft NJ 09/2020 Present
  • 09/2013 → 08/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 11/2011 → Present
    Assured Skcg, Inc
    White Plains, NY
  • 10/2015 → Present
    Assured Partners
    Lake Mary, FL
  • 09/2020 → 10/2025
    Pensionmark Securities, Llc
    Santa Barbara, CA
  • 09/2020 → 10/2025
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
  • 10/2025 → Present
    World Investments, Inc.
    White Plains, NY
  • 09/2020 → Present
    Lincroft, NJ
Other Businesses

1. ASSURED PARTNERS NORTHEAST LLC; INVESTMENT RELATED; 800 Westchester Ave. Suite S-714, Rye Brook, NY 10573; INSURANCE AGENCY SPECIALIZING IN GROUP BENEFITS, RETIREMENT PLANNING, & HEALTH INSURANCE; PRESIDENT; 07/2017; 128 HOURS PER MONTH; 128 HOURS DURING TRADING HOURS; SALES AND SERVICE OF GROUP BENEFITS, RETIREMENT PLANNING AND HEALTH INSURANCE. 2.NON-VARIABLE INSURANCE AND ANNUITIES; INVESTMENT RELATED; 800 Westchester Ave. Suite S-714, Rye Brook, NY 10573; NON-VARIABLE INSURANCE AND ANNUITIES; INSURANCE AGENT; 11/2016; 32 HOURS PER MONTH; 32 HOURS DURING TRADING HOURS; SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUITIES. 3. 221 E. 33rd St., LLC; NON-INVESTMENT RELATED; 221 E. 33RD ST, BALTIMORE, MD 21218; COLLEGE RENTAL PROPERTY; PART OWNER; 12/2014; 8 HOURS PER MONTH; 8 HOURS DURING TRADING HOURS; CO-OWNER OF A RENTAL PROPERTY. 4. FENWAY GOLF CLUB; NON-INVESTMENT RELATED; 7 OLD MAMARONECK, SCARSDALE, NNY 10583; COUNTRY CLUB; BOARD MEMBER; 1/2015; 8 HOURS PER MONTH; 8 HOURS DURING TRADING HOUS; SETS STRATEGIC OBJECTIVES AND MONITORS CLUB MANAGEMENT. 5. ASSURED PARTNERS; INVESTMENT RELATED; 200 COLONIAL CENTER PARKWAY, LAKE MARY, FL 32746; ACQUIRES PROPERTY CASUALTY AGENCIES AND EMPLOYEE BENEFIT FIRMS; MINORITY OWNER; 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; THE PARENT COMPANY TO ASSUREDPARTNERS NE, LLC. 4. NAME OF OTHER BUSINESS: FENWAY GOLF CLUB NOT INVESTMENT RELATED . ADDRESS: BOX 7 OLD MAMRONECK, SCARSDALE, NY, 10583 NATURE OF BUSINESS: COUNTRY CLUB START DATE: 01/2015 BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 8, 8 hours DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: SETS STRATEGIC OBJECTIVES AND MONITORS CLUB MANAGEMENT 5.NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: TRUST START DATE: 10/2014 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: TRUSTEE BRIEF DESCRIPTION OF DUTIES: GENERAL DUTIES 6.NAME OF OTHER BUSINESS: ASSURED PARTNERS INVESTMENT RELATED: NO ADDRESS: 200 COLONIAL CENTER PARKWAY LAKE MARY FL 32746 NATURE OF BUSINESS: INSURANCE - ACQUIRES PROPERTY/CASUALTY AGENCIES & EMPLOYEE BENEFIT FIRMS START DATE: 10/2015 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: MINORITY OWNER BRIEF DESCRIPTION OF DUTIES: NONE

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-07-07
  • S63 Uniform Securities Agent State Law Examination
    1987-07-07

View on SEC IAPD

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