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Advisor at WORLD INVESTMENT ADVISORS, LLC
Columbus, OH
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 | Jul 1, 2024 | n/a | yes | Columbus, OH | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Sep 1, 2022 | Jun 28, 2024 | no | Columbus, OH | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 28, 2013 | Aug 31, 2022 | no | DUBLIN, OH | Previous registration |
| EDWARD JONES | National bd RIA | Jan 25, 2007 | Jul 1, 2013 | no | COLUMBUS, OH|POWELL, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | WORLD INVESTMENT ADVISORS, LLC | Jun 28, 2024 | Jul 1, 2024 | 3 | Bulk transfer | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Aug 31, 2022 | Sep 1, 2022 | 1 | Firm change | Ibd to ibd |
| EDWARD JONES | AMERIPRISE FINANCIAL SERVICES, LLC | Jul 1, 2013 | Jun 28, 2013 | -3 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:149018:OH:2022-08-31 | Aug 31, 2022 | Sep 1, 2022 | DUBLIN, OH | Firm change |