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RIA / WealthAdvisorCertified Financial Planner23 years in industry

MICHAEL JAMES RODRIGUEZ

Advisor at WORLD INVESTMENT ADVISORS, LLC

Garden Ridge, TX

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Search this name across graphsid dfx:ria:4cda3d52-3c69-73a9-0769-1fc6bf6caece

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 3, 2003 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: Jun 19, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S66
First exam: Jun 19, 2003
First registration: Jul 3, 2003
Dual registered: no
Other names: Mike Rodriguez
IAPD individual key: 4664175

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	Jun 4, 2024	n/a	yes	Garden Ridge, TX	Current employment
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	Institutional manager	Jul 1, 2023	May 6, 2024	no	Castle Hills, TX\|San Antonio, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jan 2, 2009	Nov 1, 2011	no	SAN ANTONIO, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jul 18, 2006	Dec 31, 2008	no	SAN ANTONIO, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jul 3, 2003	Jul 18, 2006	no	SAN ANTONIO, TX\|SAN ANTONIO, 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
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	WORLD INVESTMENT ADVISORS, LLC	May 6, 2024	Jun 4, 2024	29	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	Nov 1, 2011	Jul 1, 2023	4,260	Firm change after gap	Other
USAA INVESTMENT SERVICES COMPANY	USAA FINANCIAL PLANNING SERVICES	Dec 31, 2008	Jan 2, 2009	2	Bulk transfer	Other
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jul 18, 2006	Jul 18, 2006	0	Firm change	Other

Relationships

Registered with (4)

→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jun 4, 2024 to presentfactForm ADV
→ KNIGHTS OF COLUMBUS ASSET ADVISORS LLCRegistered adviserregistration: previous registration
Jul 1, 2023 to May 6, 2024factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 2, 2009 to Nov 1, 2011factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jul 18, 2006 to Dec 31, 2008factForm ADV

Dated events

Occurred
May 6, 2024
Advisor changed firm
Michael James Rodriguez left Knights Of Columbus Asset Advisors Llc for World Investment Advisors, Llc (registered 2024-06-04)
Form ADVobserved 4 days ago