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Advisor at WORLD INVESTMENT ADVISORS, LLC
San Ramon, 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 | Aug 23, 2021 | n/a | yes | San Ramon, CA|San Ramon, CA | Current employment |
| OSAIC FA, INC. | Former SEC adviser | Aug 3, 2004 | Aug 25, 2021 | no | SAN RAMON, CA|SAN RAMON, CA|SAN RAMON, CA|SAN RAMON, CA|SAN RAMON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC FA, INC. | WORLD INVESTMENT ADVISORS, LLC | Aug 25, 2021 | Aug 23, 2021 | -2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 3978:208512:CA:2021-08-24 | Aug 25, 2021 | Aug 23, 2021 | SAN RAMON, CA | Firm change |