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Advisor at WORLD INVESTMENT ADVISORS, LLC
Bedford, NH
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 | Apr 1, 2026 | n/a | yes | Bedford, NH | Current employment |
| CITIZENS PRIVATE WEALTH | Bd affiliated wealth | Oct 1, 2022 | Aug 15, 2025 | no | KENSINGTON, NH|TARRYTOWN, NY|PORTSMOUTH, NH | Previous registration |
| PALADIN ADVISORS, LLC | Former SEC adviser | Apr 23, 2013 | Oct 3, 2022 | no | KENSINGTON, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIZENS PRIVATE WEALTH | WORLD INVESTMENT ADVISORS, LLC | Aug 15, 2025 | Apr 1, 2026 | 229 | Firm change | Other |
| PALADIN ADVISORS, LLC | CITIZENS PRIVATE WEALTH | Oct 3, 2022 | Oct 1, 2022 | -2 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 158478:106743:NH:2022-10-03 | Oct 3, 2022 | Oct 1, 2022 | KENSINGTON, NH | Firm change |