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Advisor at WORLD INVESTMENT ADVISORS, LLC
LINCROFT, NJ | Warwick, RI
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 | Feb 21, 2017 | n/a | yes | LINCROFT, NJ|Warwick, RI | Current employment |
| SAGEVEST WEALTH MANAGEMENT | Independent wealth | Sep 13, 2011 | Sep 21, 2012 | no | MCLEAN, VA | Previous registration |
| THE KOENIG GROUP, LLC | n/a | Dec 14, 2009 | Sep 19, 2011 | no | CHEVY CHASE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAGEVEST WEALTH MANAGEMENT | WORLD INVESTMENT ADVISORS, LLC | Sep 21, 2012 | Feb 21, 2017 | 1,614 | Firm change after gap | Other |
| THE KOENIG GROUP, LLC | SAGEVEST WEALTH MANAGEMENT | Sep 19, 2011 | Sep 13, 2011 | -6 | Firm change | Other |