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.

Current firm

WORLD INVESTMENT ADVISORS, LLC

Current firm class

other adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2004earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Dec 22, 2014

First registration

Jan 9, 2015

Dual registered

yes, broker-dealer

Other names

DAVID GEORGE MOWAD

IAPD individual key

4104352

• Occurred

  Sep 18, 2025
  Advisor changed firm

  David George Mowad left Kolinsky Wealth Management, Llc for World Investment Advisors, Llc (registered 2025-04-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:28418764-e429-a45d-5b34-dc63dec597f8

First observed

Jan 9, 2015

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.