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Advisor at WORLD INVESTMENT ADVISORS, LLC
LINCROFT, NJ | Garden Ridge, TX
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 | Sep 18, 2019 | n/a | yes | Garden Ridge, TX|LINCROFT, NJ | Current employment |
| FINANCIAL LIFE ADVISORS | Independent wealth | Mar 2, 2017 | Sep 13, 2019 | no | SAN ANTONIO, TX | Previous registration |
| CROSS FINANCIAL SERVICES CORPORATION | Former SEC adviser | Jul 8, 2011 | Nov 9, 2018 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL LIFE ADVISORS | WORLD INVESTMENT ADVISORS, LLC | Sep 13, 2019 | Sep 18, 2019 | 5 | Firm change | RIA to ibd |
| CROSS FINANCIAL SERVICES CORPORATION | FINANCIAL LIFE ADVISORS | Nov 9, 2018 | Mar 2, 2017 | -617 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 114152:128502:TX:2018-11-09 | Nov 9, 2018 | Mar 2, 2017 | SAN ANTONIO, TX | Firm change after gap |