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Advisor at WORLD INVESTMENT ADVISORS, LLC
LINCROFT, NJ
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 | May 21, 2015 | n/a | yes | LINCROFT, NJ | Current employment |
| Captrust | Institutional manager | Jun 19, 2015 | May 15, 2022 | no | SANTA BARBARA, CA|RALEIGH, NC | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Nov 24, 2010 | Jun 11, 2015 | no | SANTA BARBARA, CA | Previous registration |
| NRP ADVISORS, INC. | n/a | Jan 21, 2009 | Dec 1, 2010 | no | SANTA BARBARA, CA|BRYAN, OH | Previous registration |
| VOYA FINANCIAL PARTNERS, LLC | Former SEC adviser | Dec 8, 2006 | Jan 26, 2009 | no | Parker, CO|GLENDALE, CA | Previous registration |
| NRP FINANCIAL, INC. | n/a | Sep 29, 2006 | Dec 7, 2006 | no | BRYAN, OH | Previous registration |
| AMUNDI ASSET MANAGEMENT US, INC. | Former SEC adviser | Mar 4, 2005 | Sep 14, 2005 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Captrust | n/a | May 15, 2022 | n/a | n/a | Departure no registered destination | Departure |
| INDEPENDENT FINANCIAL PARTNERS | WORLD INVESTMENT ADVISORS, LLC | Jun 11, 2015 | May 21, 2015 | -21 | Firm change | Other |
| NRP ADVISORS, INC. | INDEPENDENT FINANCIAL PARTNERS | Dec 1, 2010 | Nov 24, 2010 | -7 | Bulk transfer | Other |
| VOYA FINANCIAL PARTNERS, LLC | NRP ADVISORS, INC. | Jan 26, 2009 | Jan 21, 2009 | -5 | Firm change | Other |
| NRP FINANCIAL, INC. | VOYA FINANCIAL PARTNERS, LLC | Dec 7, 2006 | Dec 8, 2006 | 1 | Firm change | Other |
| AMUNDI ASSET MANAGEMENT US, INC. | NRP FINANCIAL, INC. | Sep 14, 2005 | Sep 29, 2006 | 380 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125112:208512:CA:2015-06-11 | Jun 11, 2015 | May 21, 2015 | SANTA BARBARA, CA | Firm change |