DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WORLD INVESTMENT ADVISORS, LLC
Naples, FL | BERWYN, PA
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 | Nov 4, 2025 | n/a | yes | Naples, FL|BERWYN, PA | Current employment |
| BCG SECURITIES, INC. | Independent wealth | Mar 15, 2010 | Nov 6, 2025 | no | Berwyn, PA|CHERRY HILL, NJ|CHERRY HILL, NJ | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jul 30, 2002 | Mar 9, 2010 | no | WAYNE, PA|WAYNE, PA | Previous registration |
| WEALTH ADVISORY GROUP, INC. | Former SEC adviser | May 8, 2000 | Nov 26, 2025 | no | WAYNE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ADVISORY GROUP, INC. | EQUITABLE ADVISORS, LLC | Nov 26, 2025 | Jul 30, 2002 | -8,520 | Firm change after gap | RIA to ibd |
| BCG SECURITIES, INC. | WORLD INVESTMENT ADVISORS, LLC | Nov 6, 2025 | Nov 4, 2025 | -2 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | BCG SECURITIES, INC. | Mar 9, 2010 | Mar 15, 2010 | 6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122269:6627:PA:2025-11-26 | Nov 26, 2025 | Jul 30, 2002 | WAYNE, PA | Firm change after gap |
| 70:208512:NJ:2025-11-06 | Nov 6, 2025 | Nov 4, 2025 | CHERRY HILL, NJ | Firm change |