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Advisor at WORLD INVESTMENT ADVISORS, LLC
LEHI, UT | 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 | Oct 30, 2015 | n/a | yes | LEHI, UT|LINCROFT, NJ | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Dec 8, 2008 | Nov 2, 2015 | no | PLEASANT GROVE, UT|LEHI, UT | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 26, 2006 | Dec 5, 2008 | no | PROVO, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WORLD INVESTMENT ADVISORS, LLC | Nov 2, 2015 | Oct 30, 2015 | -3 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Dec 5, 2008 | Dec 8, 2008 | 3 | Firm change | Wirehouse to wirehouse |