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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

Joseph Austin Hoffman

Advisor at WORLD INVESTMENT ADVISORS, LLC

Westborough, MA | Austin, TX

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Search this name across graphsid dfx:ria:bac1653f-a54b-d85c-e731-3aa671d80997

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 3, 2013 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 30, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 30, 2013
First registration: Sep 3, 2013
Dual registered: yes, broker-dealer
Other names: JOSEPH AUSTIN HODDMAN|JOSEPH AUSTIN HOFFMAN
IAPD individual key: 4828349

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 28, 2024	n/a	yes	Westborough, MA\|Austin, TX	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 14, 2021	Jun 28, 2024	no	Westborough, MA\|Austin, TX	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	May 2, 2016	Sep 17, 2021	no	PROVIDENCE, RI\|PROVIDENCE, RI\|Austin, TX	Previous registration
EDWARD JONES	National bd RIA	Sep 3, 2013	Apr 15, 2016	no	NORTH ATTLEBORO, MA\|WRENTHAM, MA\|WALPOLE, MA\|ST LOUIS, MO\|ATTLEBORO, MA	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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	WORLD INVESTMENT ADVISORS, LLC	Jun 28, 2024	Jun 28, 2024	0	Bulk transfer	Other
ADVICE AND PLANNING SERVICES	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Sep 17, 2021	Oct 14, 2021	27	Firm change	Ibd to ibd
EDWARD JONES	ADVICE AND PLANNING SERVICES	Apr 15, 2016	May 2, 2016	17	Firm change	Other

Relationships

Registered with (4)

→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jun 28, 2024 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 14, 2021 to Jun 28, 2024factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
May 2, 2016 to Sep 17, 2021factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 3, 2013 to Apr 15, 2016factForm ADV

Dated events

No dated event names this entity yet.