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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

Karen Ann Robinson

Advisor at WORLD INVESTMENT ADVISORS, LLC

Warwick, RI

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Search this name across graphsid dfx:ria:2a3b3724-781f-4779-b478-e88335fe4a2e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 26, 2020 to Sep 14, 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: Aug 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 26, 2020
First registration: Feb 26, 2020
Dual registered: yes, broker-dealer
Other names: KAREN ANN BOLINGER
IAPD individual key: 7154252

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	Jan 2, 2026	n/a	yes	Warwick, RI	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 21, 2023	Sep 3, 2025	no	SALEM, NH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 21, 2021	Jul 7, 2023	no	HAMDEN, CT\|WEST WARWICK, RI	Previous registration
WADDELL & REED	Former SEC adviser	Feb 26, 2020	Jul 21, 2021	no	WEST WARWICK, RI\|HAMDEN, CT	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
OSAIC WEALTH, INC.	WORLD INVESTMENT ADVISORS, LLC	Sep 3, 2025	Jan 2, 2026	121	Firm change	Other
LPL FINANCIAL LLC	OSAIC WEALTH, INC.	Jul 7, 2023	Jun 21, 2023	-16	Firm change	Ibd to ibd
WADDELL & REED	LPL FINANCIAL LLC	Jul 21, 2021	Jul 21, 2021	0	Bulk transfer	Ibd to ibd

Relationships

Registered with (4)

→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 21, 2023 to Sep 3, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 21, 2021 to Jul 7, 2023factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Feb 26, 2020 to Jul 21, 2021factForm ADV

Dated events

Occurred
Sep 3, 2025
Advisor changed firm
Karen Ann Robinson left Osaic Wealth, Inc. for World Investment Advisors, Llc (registered 2026-01-02)
Form ADVobserved 6 days ago
Occurred
Jul 7, 2023
Advisor changed firm
Karen Ann Robinson left Lpl Financial Llc for Osaic Wealth, Inc. (registered 2023-06-21)
Form ADVobserved 6 days ago