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Advisor at WORLD INVESTMENT ADVISORS, LLC
LINCROFT, NJ | Bloomington, MN | Eden Prairie, MN
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 | LINCROFT, NJ|Eden Prairie, MN|Bloomington, MN | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Sep 11, 2014 | Jun 8, 2015 | no | SANT PAUL, MN | Previous registration |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Jul 17, 2014 | Sep 9, 2014 | no | SAN RAFAEL, CA|ST PAUL, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | WORLD INVESTMENT ADVISORS, LLC | Jun 8, 2015 | Jun 9, 2015 | 1 | Firm change | Other |
| FINANCIAL TELESIS, INC. | INDEPENDENT FINANCIAL PARTNERS | Sep 9, 2014 | Sep 11, 2014 | 2 | Firm change | Other |