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Advisor at WORLD INVESTMENT ADVISORS, LLC
Ambler, 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 | Oct 27, 2025 | n/a | yes | Ambler, PA | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Apr 7, 2025 | Oct 28, 2025 | no | SCOTTSDALE, AZ|SCOTTSDALE, AZ | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 24, 2025 | Apr 2, 2025 | no | SCOTTSDALE, AZ | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Apr 5, 2019 | Jan 24, 2025 | no | WINDSOR HILL, MD|RADNOR, PA|FORT WAYNE, IN | Previous registration |
| T. ROWE PRICE ASSOCIATES, INC. | Asset manager | Sep 7, 2018 | Apr 8, 2019 | no | Baltimore, MD | Previous registration |
| T. ROWE PRICE ADVISORY SERVICES, INC. | Bd affiliated wealth | Nov 19, 2015 | Sep 7, 2018 | no | BALTIMORE, MD | Previous registration |
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | May 30, 2007 | Apr 22, 2015 | no | PHILADELPHIA, PA | Previous registration |
| FERRIS, BAKER WATTS, LLC | n/a | Sep 25, 2006 | May 3, 2007 | no | BALTIMORE, MD|WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | WORLD INVESTMENT ADVISORS, LLC | Oct 28, 2025 | Oct 27, 2025 | -1 | Firm change | Other |
| OSAIC FA, INC. | OSAIC WEALTH, INC. | Jan 24, 2025 | Jan 24, 2025 | 0 | Bulk transfer | Ibd to ibd |
| T. ROWE PRICE ASSOCIATES, INC. | OSAIC FA, INC. | Apr 8, 2019 | Apr 5, 2019 | -3 | Firm change | Other |
| T. ROWE PRICE ADVISORY SERVICES, INC. | T. ROWE PRICE ASSOCIATES, INC. | Sep 7, 2018 | Sep 7, 2018 | 0 | Firm change | Other |
| JANNEY MONTGOMERY SCOTT LLC | T. ROWE PRICE ADVISORY SERVICES, INC. | Apr 22, 2015 | Nov 19, 2015 | 211 | Firm change | Other |
| FERRIS, BAKER WATTS, LLC | JANNEY MONTGOMERY SCOTT LLC | May 3, 2007 | May 30, 2007 | 27 | Firm change | Other |