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Advisor at WORLD INVESTMENT ADVISORS, LLC
BERWYN, PA | Naples, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | Other adviser | Nov 4, 2025 | n/a | yes | Naples, FL|BERWYN, PA | Current employment |
| BCG SECURITIES, INC. | Independent wealth | Feb 23, 2010 | Nov 6, 2025 | no | CHERRY HILL, NJ|CHERRY HILL, NJ|Berwyn, PA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jul 30, 2002 | Feb 19, 2010 | no | NEW YORK, NY|WAYNE, PA | Previous registration |
| WEALTH ADVISORY GROUP, INC. | Former SEC adviser | Apr 7, 1997 | Nov 26, 2025 | no | WAYNE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ADVISORY GROUP, INC. | EQUITABLE ADVISORS, LLC | Nov 26, 2025 | Jul 30, 2002 | -8,520 | Firm change after gap | RIA to ibd |
| BCG SECURITIES, INC. | WORLD INVESTMENT ADVISORS, LLC | Nov 6, 2025 | Nov 4, 2025 | -2 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | BCG SECURITIES, INC. | Feb 19, 2010 | Feb 23, 2010 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122269:6627:PA:2025-11-26 | Nov 26, 2025 | Jul 30, 2002 | WAYNE, PA | Firm change after gap |