DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

NICK MAGONE

Advisor at WORLD INVESTMENT ADVISORS, LLC

PARSIPPANY, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9c7ac9ba-1fcf-dd40-b32e-5b1614482900

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 18, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WORLD INVESTMENT ADVISORS, LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 27, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 27, 1998
First registration: May 18, 2002
Dual registered: yes, broker-dealer
Other names: NICK MAGONE
IAPD individual key: 2778027

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WORLD INVESTMENT ADVISORS, LLC	Other adviser	Oct 16, 2025	n/a	yes	PARSIPPANY, NJ	Current employment
SUMMIT ASSET MANAGEMENT, INC.	n/a	Oct 11, 2010	Jul 31, 2015	no	FLORHAM PARK, NJ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 12, 2010	Jun 25, 2015	no	FLORHAM PARK, NJ	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	May 18, 2002	Aug 12, 2010	no	SOUTH ORANGE, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SUMMIT ASSET MANAGEMENT, INC.	WORLD INVESTMENT ADVISORS, LLC	Jul 31, 2015	Oct 16, 2025	3,730	Firm change after gap	Other
LPL FINANCIAL LLC	SUMMIT ASSET MANAGEMENT, INC.	Jun 25, 2015	Oct 11, 2010	-1,718	Firm change after gap	Other
AVANTAX ADVISORY SERVICES	LPL FINANCIAL LLC	Aug 12, 2010	Aug 12, 2010	0	Firm change	Other

Relationships

Registered with (4)

→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Oct 16, 2025 to presentfactForm ADV
→ SUMMIT ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 11, 2010 to Jul 31, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 12, 2010 to Jun 25, 2015factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
May 18, 2002 to Aug 12, 2010factForm ADV

Dated events

No dated event names this entity yet.