DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WORLD INVESTMENT ADVISORS, LLC
LINCROFT, NJ | Edmond, OK
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 | Jul 10, 2015 | n/a | yes | LINCROFT, NJ|Edmond, OK | Current employment |
| PKS ADVISORY SERVICES, LLC | Independent wealth | Jun 1, 2011 | Dec 31, 2015 | no | EDMOND, OK|ALBANY, NY | Previous registration |
| ADVISORALLIANCE, LLC | n/a | Jul 30, 2007 | Jun 28, 2011 | no | EDMOND, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PKS ADVISORY SERVICES, LLC | WORLD INVESTMENT ADVISORS, LLC | Dec 31, 2015 | Jul 10, 2015 | -174 | Firm change after gap | Other |
| ADVISORALLIANCE, LLC | PKS ADVISORY SERVICES, LLC | Jun 28, 2011 | Jun 1, 2011 | -27 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125648:208512:NY:2015-12-31 | Dec 31, 2015 | Jul 10, 2015 | ALBANY, NY | Firm change after gap |