DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner31 years in industry

Shannon Cheri Main

Advisor at WORLD INVESTMENT ADVISORS, LLC

Irvine, CA | LINCROFT, 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:b761a12c-d744-6a70-7433-85cf46e2ac92

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: May 7, 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 8, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 8, 1995
First registration: May 7, 2002
Dual registered: no
Other names: SHANNON C LIPUMA|SHANNON CHERI LIPUMA
IAPD individual key: 2618544

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	Jun 2, 2017	n/a	yes	LINCROFT, NJ\|Irvine, CA	Current employment
PENSION ARCHITECTS ADVISORY GROUP, LLC	Former SEC adviser	Jun 24, 2011	Sep 5, 2013	no	PASADENA, CA	Previous registration
BRIDGE ADVISORY LLC	Former SEC adviser	Aug 18, 2009	Jun 5, 2017	no	PASADENA, CA\|PASADENA, CA\|NEWPORT BEACH, CA	Previous registration
NRP ADVISORS, INC.	n/a	Sep 8, 2008	Oct 13, 2009	no	NEWPORT, CA\|CAPISTRANO BEACH, CA\|BRYAN, OH	Previous registration
USI ADVISORS	Institutional manager	Jan 26, 2007	Sep 10, 2008	no	IRVINE, CA\|GLASTONBURY, CT	Previous registration
USI SECURITIES, INC.	No RAUM reported	Jun 1, 2004	Sep 10, 2008	no	GLASTONBURY, CT\|IRVINE, CA\|IRVINE, CA	Previous registration
ASSOCIATED SECURITIES CORP.	n/a	May 17, 2002	Aug 10, 2004	no	ORANGE, CA	Previous registration
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	n/a	May 7, 2002	Aug 13, 2004	no	ORANGE, CA	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
BRIDGE ADVISORY LLC	PENSION ARCHITECTS ADVISORY GROUP, LLC	Jun 5, 2017	Jun 24, 2011	-2,173	Firm change after gap	Other
PENSION ARCHITECTS ADVISORY GROUP, LLC	WORLD INVESTMENT ADVISORS, LLC	Sep 5, 2013	Jun 2, 2017	1,366	Firm change after gap	Other
NRP ADVISORS, INC.	BRIDGE ADVISORY LLC	Oct 13, 2009	Aug 18, 2009	-56	Firm change after gap	Other
USI ADVISORS	NRP ADVISORS, INC.	Sep 10, 2008	Sep 8, 2008	-2	Firm change	Other
USI SECURITIES, INC.	USI ADVISORS	Sep 10, 2008	Jan 26, 2007	-593	Firm change after gap	Other
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	ASSOCIATED SECURITIES CORP.	Aug 13, 2004	May 17, 2002	-819	Firm change after gap	Other
ASSOCIATED SECURITIES CORP.	USI SECURITIES, INC.	Aug 10, 2004	Jun 1, 2004	-70	Firm change after gap	Other

Relationships

Registered with (8)

→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jun 2, 2017 to presentfactForm ADV
→ BRIDGE ADVISORY LLCRegistered adviserregistration: previous registration
Aug 18, 2009 to Jun 5, 2017factForm ADV
→ PENSION ARCHITECTS ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Jun 24, 2011 to Sep 5, 2013factForm ADV
→ NRP ADVISORS, INC.Registered adviserregistration: previous registration
Sep 8, 2008 to Oct 13, 2009factForm ADV
→ USI ADVISORSRegistered adviserregistration: previous registration
Jan 26, 2007 to Sep 10, 2008factForm ADV
→ USI SECURITIES, INC.Registered adviserregistration: previous registration
Jun 1, 2004 to Sep 10, 2008factForm ADV
→ ASSOCIATED PLANNERS INVESTMENT ADVISORY INCRegistered adviserregistration: previous registration
May 7, 2002 to Aug 13, 2004factForm ADV
→ ASSOCIATED SECURITIES CORP.Registered adviserregistration: previous registration
May 17, 2002 to Aug 10, 2004factForm ADV

Dated events

No dated event names this entity yet.