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Advisor at WORLD INVESTMENT ADVISORS, LLC
LINCROFT, NJ | Escondido, 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 | Dec 16, 2015 | n/a | yes | Escondido, CA|LINCROFT, NJ | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Jul 14, 2011 | Dec 23, 2015 | no | ESCONDIDO, CA | Previous registration |
| NRP ADVISORS, INC. | n/a | Aug 20, 2008 | Dec 1, 2010 | no | ESCONDIDO, CA | Previous registration |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Jul 5, 2005 | Aug 19, 2008 | no | ESCONDIDO, CA|ESCONDIDO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | WORLD INVESTMENT ADVISORS, LLC | Dec 23, 2015 | Dec 16, 2015 | -7 | Firm change | Other |
| NRP ADVISORS, INC. | INDEPENDENT FINANCIAL PARTNERS | Dec 1, 2010 | Jul 14, 2011 | 225 | Bulk transfer | Other |
| FINANCIAL TELESIS, INC. | NRP ADVISORS, INC. | Aug 19, 2008 | Aug 20, 2008 | 1 | Firm change | Other |