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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)32 years in industry

JOSEPH ANTHONY STACK

Advisor at WORLD INVESTMENT ADVISORS, LLC

LINCROFT, NJ | Frisco, TX | Allen, TX

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Search this name across graphsid dfx:ria:4a389810-7fd2-a663-a143-20067d7dfd43

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 25, 2001 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 21, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Mar 21, 1994
First registration: May 25, 2001
Dual registered: yes, broker-dealer
Other names: JOE STACK
IAPD individual key: 2327449

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 5, 2016	n/a	yes	Frisco, TX\|LINCROFT, NJ\|Allen, TX	Current employment
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Sep 16, 2013	Dec 31, 2015	no	DALLAS, TX	Previous registration
ADVISOR RESOURCE COUNCIL	Independent wealth	Jun 8, 2012	Oct 28, 2013	no	DALLAS, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 31, 2012	Dec 31, 2015	no	DALLAS, TX\|SOUTHLAKE, TX\|DALLAS, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 1, 2009	Jun 13, 2012	no	DALLAS, TX\|DALLAS, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 25, 2001	May 13, 2009	no	PLANO, TX\|ADDISON, TX	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
INDEPENDENT FINANCIAL PARTNERS	WORLD INVESTMENT ADVISORS, LLC	Dec 31, 2015	Jan 5, 2016	5	Firm change	Other
LPL FINANCIAL LLC	ADVISOR RESOURCE COUNCIL	Dec 31, 2015	Jun 8, 2012	-1,301	Firm change after gap	Other
ADVISOR RESOURCE COUNCIL	INDEPENDENT FINANCIAL PARTNERS	Oct 28, 2013	Sep 16, 2013	-42	Firm change after gap	Other
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Jun 13, 2012	May 31, 2012	-13	Firm change	Other
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	May 13, 2009	May 1, 2009	-12	Firm change	Wirehouse to wirehouse

Relationships

Registered with (6)

→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jan 5, 2016 to presentfactForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Sep 16, 2013 to Dec 31, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 31, 2012 to Dec 31, 2015factForm ADV
→ ADVISOR RESOURCE COUNCILRegistered adviserregistration: previous registration
Jun 8, 2012 to Oct 28, 2013factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 1, 2009 to Jun 13, 2012factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 25, 2001 to May 13, 2009factForm ADV

Dated events

No dated event names this entity yet.