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Advisor at WORLD INVESTMENT ADVISORS, LLC
Vista, CA | Irvine, CA
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 | Mar 10, 2025 | n/a | yes | Irvine, CA|Vista, CA | Current employment |
| LABRUM WEALTH MANAGEMENT, LLC | Former SEC adviser | Aug 16, 2016 | Aug 11, 2017 | no | CARLSBAD, CA | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Apr 12, 2013 | Jul 9, 2013 | no | SAN DIEGO, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Mar 18, 2013 | Apr 9, 2013 | no | San Diego, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 4, 2011 | Mar 14, 2013 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LABRUM WEALTH MANAGEMENT, LLC | WORLD INVESTMENT ADVISORS, LLC | Aug 11, 2017 | Mar 10, 2025 | 2,768 | Firm change after gap | Other |
| SECURITIES AMERICA ADVISORS, INC. | LABRUM WEALTH MANAGEMENT, LLC | Jul 9, 2013 | Aug 16, 2016 | 1,134 | Firm change after gap | Other |
| MORGAN STANLEY | SECURITIES AMERICA ADVISORS, INC. | Apr 9, 2013 | Apr 12, 2013 | 3 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Mar 14, 2013 | Mar 18, 2013 | 4 | Firm change | Wirehouse to wirehouse |