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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-18 |
| TX | RA | APPROVED_RES | 2025-02-14 |
Branch Locations
445 Hutchinson Ave, Suite 860, Columbus, OH 43235 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Powell | OH | 05/2009 | 01/2021 |
| Ameriprise Financial Services Inc | Dublin | OH | 01/2021 | 01/2021 |
| Ameriprise Financial Services, Llc | Dublin | OH | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Dublin | OH | 01/2021 | 02/2025 |
| World Investment Advisors, Llc | Santa Barbara | CA | 02/2025 | Present |
1. Non-Variable Insurance & Annuities; Investment Related; 445 Hutchinson Ave., Suite 860, Columbus, OH 43235; Non-Variable Insurance & Annuities; Insurance Agent; 2/14/2025; 15 hours per month; 3 hours during trading hours; Sales and service of non-variable insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-08 |
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