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Advisor at WORLD INVESTMENT ADVISORS, LLC
LINCROFT, NJ | ROANOKE, VA
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 | Jun 9, 2015 | n/a | yes | ROANOKE, VA|LINCROFT, NJ | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Nov 21, 2011 | Jun 10, 2015 | no | ROANOKE, VA|ROANOKE, VA|ROANOKE, VA | Previous registration |
| CAPTRUST FINANCIAL ADVISORS | Former SEC adviser | Apr 6, 2009 | Nov 21, 2011 | no | ROANOKE, VA|RALEIGH, NC | Previous registration |
| DIXON, HUBARD, FEINOUR & BROWN, INC. | Former SEC adviser | Mar 8, 2005 | May 7, 2009 | no | ROANOKE, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | WORLD INVESTMENT ADVISORS, LLC | Jun 10, 2015 | Jun 9, 2015 | -1 | Firm change | Other |
| CAPTRUST FINANCIAL ADVISORS | INDEPENDENT FINANCIAL PARTNERS | Nov 21, 2011 | Nov 21, 2011 | 0 | Firm change | Other |
| DIXON, HUBARD, FEINOUR & BROWN, INC. | CAPTRUST FINANCIAL ADVISORS | May 7, 2009 | Apr 6, 2009 | -31 | Firm change after gap | Other |