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Advisor at WORLD INVESTMENT ADVISORS, LLC
Conroe, TX | LINCROFT, NJ
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 | Jun 17, 2015 | n/a | yes | LINCROFT, NJ|Conroe, TX | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Sep 15, 2014 | Jun 8, 2015 | no | JERSEY VILLAGE, TX | Previous registration |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Jan 3, 2011 | Sep 12, 2014 | no | SAN RAFAEL, CA|HOUSTON, TX|JERSEY VILLAGE, TX | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Feb 2, 2000 | Dec 31, 2010 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | WORLD INVESTMENT ADVISORS, LLC | Jun 8, 2015 | Jun 17, 2015 | 9 | Firm change | Other |
| FINANCIAL TELESIS, INC. | INDEPENDENT FINANCIAL PARTNERS | Sep 12, 2014 | Sep 15, 2014 | 3 | Firm change | Other |
| SECURITIES AMERICA ADVISORS, INC. | FINANCIAL TELESIS, INC. | Dec 31, 2010 | Jan 3, 2011 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125112:208512:TX:2015-06-08 | Jun 8, 2015 | Jun 17, 2015 | JERSEY VILLAGE, TX | Firm change |