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Advisor at WORLD INVESTMENT ADVISORS, LLC
Montgomery, TX | The Woodlands, TX
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 10, 2018 | n/a | yes | The Woodlands, TX|Montgomery, TX | Current employment |
| FORESTERS EQUITY SERVICES, INC. | Former SEC adviser | Feb 19, 2016 | Oct 31, 2017 | no | THE WOODLANDS, TX|DALLAS, TX | Previous registration |
| ADVISEME NATIONAL ADVISORS | Former SEC adviser | Jan 26, 2015 | Aug 12, 2015 | no | THE WOODLANDS, TX|CLEVELAND, OH | Previous registration |
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Aug 27, 2014 | Feb 1, 2016 | no | The Woodlands, TX|SAN DIEGO, CA | Previous registration |
| WESPAC ADVISORS, LLC | Other adviser | Oct 14, 2010 | Feb 18, 2016 | no | THE WOODLANDS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORESTERS EQUITY SERVICES, INC. | WORLD INVESTMENT ADVISORS, LLC | Oct 31, 2017 | Jan 10, 2018 | 71 | Firm change | Other |
| WESPAC ADVISORS, LLC | INDEPENDENT FINANCIAL GROUP, LLC | Feb 18, 2016 | Aug 27, 2014 | -540 | Firm change after gap | Other |
| INDEPENDENT FINANCIAL GROUP, LLC | ADVISEME NATIONAL ADVISORS | Feb 1, 2016 | Jan 26, 2015 | -371 | Firm change after gap | Other |
| ADVISEME NATIONAL ADVISORS | FORESTERS EQUITY SERVICES, INC. | Aug 12, 2015 | Feb 19, 2016 | 191 | Firm change | Other |