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Advisor at WORLD INVESTMENT ADVISORS, LLC
Walpole, MA | ROCKVILLE CENTRE, NY
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 28, 2024 | n/a | yes | ROCKVILLE CENTRE, NY|Walpole, MA | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jun 25, 2021 | Jun 28, 2024 | no | Rockville Centre, NY|North Chelmsford, MA|Walpole, MA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 17, 2010 | Jun 29, 2021 | no | GARDEN CITY, NY|GARDEN CITY, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | WORLD INVESTMENT ADVISORS, LLC | Jun 28, 2024 | Jun 28, 2024 | 0 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jun 29, 2021 | Jun 25, 2021 | -4 | Firm change | Wirehouse to ibd |