DFX Intelligence

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)23 years in industry

William Clay Kendall

Advisor at WORLD INVESTMENT ADVISORS, LLC

ROGERS, AR | LINCROFT, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:292c6699-8bcb-cf9a-ad2d-62e66b97acf8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 19, 2005 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Mar 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S63|S65
First exam: Mar 14, 2003
First registration: May 19, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4623401

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WORLD INVESTMENT ADVISORS, LLC	Other adviser	Aug 14, 2015	n/a	yes	ROGERS, AR\|LINCROFT, NJ	Current employment
PKS ADVISORY SERVICES, LLC	Independent wealth	Jun 1, 2011	Dec 31, 2015	no	ROGERS, AR\|ALBANY, NY	Previous registration
ADVISORALLIANCE, LLC	n/a	Oct 4, 2006	Jun 28, 2011	no	ROGERS, AR	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	May 19, 2005	Oct 2, 2006	no	ROGERS, AR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PKS ADVISORY SERVICES, LLC	WORLD INVESTMENT ADVISORS, LLC	Dec 31, 2015	Aug 14, 2015	-139	Firm change after gap	Other
ADVISORALLIANCE, LLC	PKS ADVISORY SERVICES, LLC	Jun 28, 2011	Jun 1, 2011	-27	Firm change	Other
MORGAN KEEGAN & COMPANY, LLC	ADVISORALLIANCE, LLC	Oct 2, 2006	Oct 4, 2006	2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
125648:208512:NY:2015-12-31	Dec 31, 2015	Aug 14, 2015	ALBANY, NY	Firm change after gap

Relationships

Registered with (4)

→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Aug 14, 2015 to presentfactForm ADV
→ PKS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jun 1, 2011 to Dec 31, 2015factForm ADV
→ ADVISORALLIANCE, LLCRegistered adviserregistration: previous registration
Oct 4, 2006 to Jun 28, 2011factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
May 19, 2005 to Oct 2, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:292c6699-8bcb-cf9a-ad2d-62e66b97acf8
First observed: May 19, 2005
Last observed: Sep 15, 2026 6 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.

William Clay Kendall

Advisor at WORLD INVESTMENT ADVISORS, LLC

ROGERS, AR | LINCROFT, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:292c6699-8bcb-cf9a-ad2d-62e66b97acf8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WORLD INVESTMENT ADVISORS, LLC

Other adviser

Aug 14, 2015

n/a

yes

ROGERS, AR|LINCROFT, NJ

Current employment

PKS ADVISORY SERVICES, LLC

Independent wealth

Jun 1, 2011

Dec 31, 2015

ROGERS, AR|ALBANY, NY

Previous registration

ADVISORALLIANCE, LLC

n/a

Oct 4, 2006

Jun 28, 2011

ROGERS, AR

Previous registration

MORGAN KEEGAN & COMPANY, LLC

Former SEC adviser

May 19, 2005

Oct 2, 2006

ROGERS, AR

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PKS ADVISORY SERVICES, LLC

WORLD INVESTMENT ADVISORS, LLC

Dec 31, 2015

Aug 14, 2015

-139

Firm change after gap

Other

ADVISORALLIANCE, LLC

PKS ADVISORY SERVICES, LLC

Jun 28, 2011

Jun 1, 2011

-27

Firm change

Other

MORGAN KEEGAN & COMPANY, LLC

ADVISORALLIANCE, LLC

Oct 2, 2006

Oct 4, 2006

Firm change

Other

Team

Left

Joined

From

Kind

125648:208512:NY:2015-12-31

Dec 31, 2015

Aug 14, 2015

ALBANY, NY

Firm change after gap