DFX Intelligence
Advisors
Advisors registered through World Investment Advisors, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
363 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| David Alexander Williams dual registrant | World Investment Advisors, LLC other | Columbus, Oh | Jul 1, 2024 | 24 y | 3 | 1 |
| Janice Therese Williams dual registrant | World Investment Advisors, LLC other | Bluffton, Sc | Jul 8, 2024 | 13 y | 2 | 1 |
| Tony Joseph Winkeljohn dual registrant | World Investment Advisors, LLC other | Fort Wayne, In | Jul 1, 2015 | 33 y | 3 | 1 |
| D•••• R• W••• dual registrant | W•••• I••••••••• A•••••••• L•• other | Westborough, Ma | Jul 3, 2024 | 14 y | 1 | 1 |
| J••••• S••• W•••••• dual registrant | W•••• I••••••••• A•••••••• L•• other | San Ramon, Ca | Sep 12, 2025 | 12 y | 1 | 1 |
| M•••••• S••• W•••• dual registrant | W•••• I••••••••• A•••••••• L•• other | Lincroft, Nj | May 21, 2015 | 28 y | 6 | 1 |
| B•••• A•••••••• W••••• dual registrant | W•••• I••••••••• A•••••••• L•• other | Denver, Co | Oct 2, 2015 | 28 y | 3 | 2 |
| A•••••• J•••• W••• Certified Financial Planner · dual registrant | W•••• I••••••••• A•••••••• L•• other | Closters, Nj | Nov 5, 2025 | 34 y | 1 | 1 |
| K••••• A•••• Y•••••••• dual registrant | W•••• I••••••••• A•••••••• L•• other | Westborough, Ma | Jul 3, 2024 | 13 y | 1 | 1 |
| M•••••• Z••••••• dual registrant | W•••• I••••••••• A•••••••• L•• other | Lincroft, Nj | Oct 16, 2025 | 11 y | 0 | 1 |
| R••••• A••••• Z•••••• Chartered Financial Consultant · dual registrant | W•••• I••••••••• A•••••••• L•• other | Columbus, Oh | Jun 28, 2024 | 22 y | 3 | 1 |
| J••• J••••• Z•••••• Certified Financial Planner · dual registrant | W•••• I••••••••• A•••••••• L•• other | West Chester, Pa | Nov 4, 2025 | 40 y | 0 | 1 |
| L•••••• Z•••••••• dual registrant | W•••• I••••••••• A•••••••• L•• other | Manalapan, Nj | Oct 31, 2025 | 52 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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