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Advisor at WORLD INVESTMENT ADVISORS, LLC
North Barrington, IL
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 6, 2023 | n/a | yes | North Barrington, IL | Current employment |
| FINANCIAL SOLUTIONS, LLC | Former SEC adviser | Feb 17, 2016 | Oct 9, 2023 | no | CHICAGO, IL|WAUKESHA, WI | Previous registration |
| JLTD ADVISORS, LLC | Former SEC adviser | May 4, 2010 | Mar 2, 2016 | no | CHICAGO, IL | Previous registration |
| B RILEY WEALTH MANAGEMENT | Former SEC adviser | Mar 31, 2010 | May 5, 2010 | no | Chicago, IL|CHICAGO, IL|CHICAGO, IL|OAKBROOK, IL|Chicago, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL SOLUTIONS, LLC | WORLD INVESTMENT ADVISORS, LLC | Oct 9, 2023 | Oct 6, 2023 | -3 | Firm change | Other |
| JLTD ADVISORS, LLC | FINANCIAL SOLUTIONS, LLC | Mar 2, 2016 | Feb 17, 2016 | -14 | Firm change | Other |
| B RILEY WEALTH MANAGEMENT | JLTD ADVISORS, LLC | May 5, 2010 | May 4, 2010 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110149:208512:WI:2023-10-09 | Oct 9, 2023 | Oct 6, 2023 | WAUKESHA, WI | Firm change |
| 153690:110149:IL:2016-03-02 | Mar 2, 2016 | Feb 17, 2016 | CHICAGO, IL | Firm change |