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Advisor at WORLD INVESTMENT ADVISORS, LLC
Waukesha, WI
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 | Aug 19, 2026 | n/a | yes | Waukesha, WI | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jul 14, 2023 | Jul 10, 2026 | no | Brookfield, WI|Milwaukee, WI | Previous registration |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Dec 21, 2022 | Jul 1, 2023 | no | MILWAUKEE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | WORLD INVESTMENT ADVISORS, LLC | Jul 10, 2026 | Aug 19, 2026 | 40 | Firm change | Other |
| ROBERT W. BAIRD & CO. INCORPORATED | AMERIPRISE FINANCIAL SERVICES, LLC | Jul 1, 2023 | Jul 14, 2023 | 13 | Firm change | RIA to ibd |