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Advisor at WORLD INVESTMENT ADVISORS, LLC
BERWYN, PA
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 | BERWYN, PA | Current employment |
| WEALTH ADVISORY GROUP, INC. | Former SEC adviser | Dec 21, 2011 | Nov 26, 2025 | no | BERWYN, PA | Previous registration |
| BCG SECURITIES, INC. | Independent wealth | Dec 15, 2011 | Nov 6, 2025 | no | Berwyn, PA|CHERRY HILL, NJ|CHERRY HILL, NJ | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 2, 2011 | Nov 30, 2011 | no | BOYNTON BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ADVISORY GROUP, INC. | WORLD INVESTMENT ADVISORS, LLC | Nov 26, 2025 | Nov 4, 2025 | -22 | Firm change | Other |
| BCG SECURITIES, INC. | WEALTH ADVISORY GROUP, INC. | Nov 6, 2025 | Dec 21, 2011 | -5,069 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | BCG SECURITIES, INC. | Nov 30, 2011 | Dec 15, 2011 | 15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122269:208512:PA:2025-11-26 | Nov 26, 2025 | Nov 4, 2025 | BERWYN, PA | Firm change |