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Advisor at WORLD INVESTMENT ADVISORS, LLC
LINCROFT, NJ | Arroyo Grande, CA
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 | Jan 2, 2026 | n/a | yes | LINCROFT, NJ|Arroyo Grande, CA | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Feb 7, 2012 | Aug 3, 2015 | no | SANTA BARBARA, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 3, 2002 | Feb 8, 2012 | no | SANTA BARBARA, CA|CENTURY CITY, CA|LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | WORLD INVESTMENT ADVISORS, LLC | Aug 3, 2015 | Jan 2, 2026 | 3,805 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | INDEPENDENT FINANCIAL PARTNERS | Feb 8, 2012 | Feb 7, 2012 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125112:208512:CA:2015-08-03 | Aug 3, 2015 | Jan 2, 2026 | SANTA BARBARA, CA | Firm change after gap |