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Advisor at WORLD INVESTMENT ADVISORS, LLC
Santa Barbara, CA | Saratoga, CA | San Ramon, 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 | Apr 7, 2023 | n/a | yes | San Ramon, CA|Saratoga, CA|Santa Barbara, CA | Current employment |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | Institutional manager | Aug 14, 2017 | Apr 5, 2023 | no | CLEVELAND, OH | Previous registration |
| CBIZ RETIREMENT PLAN ADVISORY SERVICES | Institutional manager | Aug 17, 2007 | Apr 5, 2023 | no | LOS ANGELES, CA|SAN JOSE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN ADVISORY SERVICES | CBIZ INVESTMENT ADVISORY SERVICES, LLC | Apr 5, 2023 | Aug 14, 2017 | -2,060 | Channel change | Other |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | WORLD INVESTMENT ADVISORS, LLC | Apr 5, 2023 | Apr 7, 2023 | 2 | Firm change | Other |