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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 06/1987 | Present |
| World Investment Advisors | Santa Barbara | CA | 06/2025 | Present |
1. TFS INSURANCE AGENCY, INC., (DBA WORLD LIFE AND ANNUITY BROKERAGE); INVESTMENT RELATED; 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738; NON-VARIABLE INSURANCE AND ANNUITIES; 10/2/2023; 40 HOURS PER MONTH; 40 HOURS DURING TRADING HOURS; SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUTITIES. 2. BLUEROCK MORTGAGE; INVESTMENT RELATED; 1120 CAMPUS DRIVE, MORGANVILLE, NJ 07751; RESIDENTIAL MORTAGE BROKERAGE; LOAN OFFICER; 7/1/2025; 3 HOURS PER MONTH; 1 HOUR DURING TRADING HOURS; EDUCATING CONSUMERS ABOUT MORTGAGE SOLUTIONS AND ORGINATING MORTGAGE APPLICATIONS. 3. NEW TFS HOLDINGS, INC.; INVESTMENT RELATED; 318 OCEAN AVE SEA BRIGHT, NJ 07760; HOLDING COMPANY FOR STOCK; PRESIDENT/OWNER; 10/2/2023; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; HOLDING COMPANY FOR STOCK. 4. TFS WEALTH MANAGEMENT GROUP 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 START - 1/01/2011 DIRECTOR/FINANCIAL ADVISOR MARKETING AND SALES SUPPORT FOR FINANCIAL ADVISORS; WEALTH MANAGEMENT AND INVESTMENT ADVISORY SERVICES FOR RETAIL CLIENTS; SALES OF VARIOUS FINANCIAL PRODUCTS TO RETAIL CLIENTS. COMMISSIONS ON FINANCIAL PRODUCT SALES; INVESTMENT ADVISORY FEES, MANAGEMENT OVERRIDES AND BONUSES PAID FROM TFS COMPANIES. 5. TOMORROW'S FINANCIAL SERVICES, INC. DBA TFS WEALTH MANAGAEMENT; INVESTMENT RELATED; 437 NEWMAN SPRINGS RD. LINCROFT, NJ 07738; WEALTH MANAGEMENT AND FINANCIAL PLANNING; PRESIDENT; 10/2/2023; 40 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; PROVIDE WEALTH MANAGEMENT AND FINANCIAL PLANNING FOR RETAIL CLIENTS. MANAGING AND TRAINING OTHER WEALTH MANAGEMENT ADVISORS. 6. MAVERICK MANAGEMENT ENTERPRISES, LLC; Non-INVESTMENT RELATED; 4783 OVERLOOK DRIVE NE, ST. PETERSBURG, FL 33703; RESIDENTIAL REAL ESTATE; MANAGING MEMBER; 3/1/2020; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; RESIDENTIAL REAL ESTATE PROPERTY OWNER AND MANAGER. 7. GRIFFIN MANAGEMENT UNLIMITED, LLC; NON-INVESETMENT RELATED;318 OCEAN AVENUE SEA BRIGHT, NJ 07760; RESIDENTIAL REAL ESTATE; MANAGING MEMBER; 5/1/2021; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; RESIDENTIAL REAL ESTATE PROPERTY OWNER AND MANAGER. 8. ORBITAL MANAGEMENT, LLC; NON-INVESTMENT RELATED; 318 OCEAN AVENUE SEA BRIGHT, NJ 07760; RESIDENTIAL REAL ESTATE; MANAGING MEMBER; 9/1/2020; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; RESIDENTIAL REAL ESTATE PROPERTY OWNER AND MANAGER. 9. SUNSET RIVER MANAGEMENT, LLC; NON-INVESTMENT RELATED; 318 OCEAN AVENUE SEA BRIGHT, NJ 07760; RESIDENTIAL REAL ESTATE; MANAGING MEMBER; 9/1/2016; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; RESIDENTIAL REAL ESTATE PROPERTY OWNER AND MANAGER. 10. SFT MANAGEMENT LTD.; NON-INVESTMENT RELATED; 4378 NEWMAN SPRINGS ROAD LINCROFT, NJ 07738; COMMERCIAL REAL ESTATE; GENERAL PARTNER; 10/2/2023; 5 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; COMMERICAL REAL ESTATE PROPERTY OWNER AND MANAGER 11. NAVESINK MANAGEMENT ENTERPRISES LLC; Non-Investment Related; 318 Ocean Ave; Sea Bright, NJ 07760; Real Estate Management Company formed to acquire property; Managing Member; 8/22/2025; 1 hour per month; 0 hours during trading hours. Owing and managing a small commercial building for personal use.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-01 |
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