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Advisor at WORLD INVESTMENT ADVISORS, LLC
WESTBOROUGH, MA
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 3, 2024 | n/a | yes | WESTBOROUGH, MA | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 19, 2018 | Jun 28, 2024 | no | ACTON, MA|Westborough, MA|Westborough, MA | Previous registration |
| BOSTON HARBOR WEALTH ADVISORS, LLC | Former SEC adviser | Sep 30, 2016 | Oct 30, 2018 | no | ACTON, MA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 4, 2013 | Dec 31, 2014 | no | Middleton, MA|Hingham, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | WORLD INVESTMENT ADVISORS, LLC | Jun 28, 2024 | Jul 3, 2024 | 5 | Bulk transfer | Other |
| BOSTON HARBOR WEALTH ADVISORS, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oct 30, 2018 | Mar 19, 2018 | -225 | Firm change after gap | RIA to ibd |
| AMERIPRISE FINANCIAL SERVICES, LLC | BOSTON HARBOR WEALTH ADVISORS, LLC | Dec 31, 2014 | Sep 30, 2016 | 639 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282486:149018:MA:2018-10-30 | Oct 30, 2018 | Mar 19, 2018 | ACTON, MA | Firm change after gap |