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Advisor at WORLD INVESTMENT ADVISORS, LLC
Garden Ridge, 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 12, 2015 | n/a | yes | LINCROFT, NJ|Garden Ridge, TX | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 21, 2010 | Jun 5, 2015 | no | BRYAN, OH|GARDEN RIDGE, TX | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Nov 24, 2010 | Jun 12, 2015 | no | GARDEN RIDGE, TX|GARDEN RIDGE, TX | Previous registration |
| NRP ADVISORS, INC. | n/a | Nov 13, 2009 | Dec 1, 2010 | no | GARDEN RIDGE, TX|SAN ANTONIO, TX|BRYAN, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 13, 2006 | Nov 25, 2009 | no | AUSTIN, TX|SAN ANTONIO, TX|FORT MILL, SC|SAN ANTONIO, TX | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Jun 14, 2006 | Dec 15, 2006 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | LPL FINANCIAL LLC | Jun 12, 2015 | Dec 21, 2010 | -1,634 | Firm change after gap | Other |
| LPL FINANCIAL LLC | WORLD INVESTMENT ADVISORS, LLC | Jun 5, 2015 | Jun 12, 2015 | 7 | Firm change | Other |
| NRP ADVISORS, INC. | INDEPENDENT FINANCIAL PARTNERS | Dec 1, 2010 | Nov 24, 2010 | -7 | Bulk transfer | Other |
| LPL FINANCIAL LLC | NRP ADVISORS, INC. | Nov 25, 2009 | Nov 13, 2009 | -12 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | LPL FINANCIAL LLC | Dec 15, 2006 | Dec 13, 2006 | -2 | Firm change | Other |