Advisor moves

Arrivals at World Investment Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Robert Edward RecchiaCalifornia Corporate Advisors unclassifiedWorld Investment Advisors, LLC otherOtherDec 7, 2012Dec 28, 2015 (1116 d)
Alison Leigh SegallSagevest Wealth Management otherWorld Investment Advisors, LLC otherOtherSep 21, 2012Feb 21, 2017 (1614 d)
Tai Yuan ChenEagle Strategies LLC otherWorld Investment Advisors, LLC otherOtherJun 15, 2012Oct 28, 2025 (4883 d)
Jeffrey NelsonJohnson Wealth Inc. otherWorld Investment Advisors, LLC otherOtherJan 10, 2012Jul 15, 2025 (4935 d)
Kelly L. VostalOsaic Wealth, Inc. otherWorld Investment Advisors, LLC otherOtherDec 13, 2011Oct 30, 2025 (5070 d)
Thomas Christopher CorleyCetera Advisor Networks LLC otherWorld Investment Advisors, LLC otherOtherSep 29, 2011Nov 12, 2025 (5158 d)
Joseph OrdonezWells Fargo Advisors wirehouseWorld Investment Advisors, LLC institutionalOtherMay 17, 2011Jul 31, 2022 (4093 d)
Melanie Jo DoeringInvestors Capital Advisory otherWorld Investment Advisors, LLC otherOtherDec 31, 2010Oct 23, 2025 (5410 d)
Reid Scott WilsonMML Investors Services, LLC otherWorld Investment Advisors, LLC institutionalOtherDec 31, 2010Aug 4, 2021 (3869 d)
David Louis CianoSobel Financial Advisors, LLC unclassifiedWorld Investment Advisors, LLC otherOtherDec 20, 2010Apr 7, 2025 (5222 d)
Douglas Michael DoughertyConcourse Financial Group Advisors otherWorld Investment Advisors, LLC otherOtherJun 22, 2009Oct 20, 2025 (5964 d)
William Pierce TrckaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWorld Investment Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 13, 2009Feb 7, 2020 (4011 d)
Bipin Patel1st Discount Brokerage, Inc. otherWorld Investment Advisors, LLC otherOtherDec 31, 2008Jan 1, 2026 (6210 d)
Michael Joseph BruzzichesiQuestar Asset Management, Inc. otherWorld Investment Advisors, LLC otherOtherSep 30, 2008Oct 8, 2025 (6217 d)
Kenneth RogersNrp Advisors, Inc. unclassifiedWorld Investment Advisors, LLC no RAUMOtherApr 30, 2008Sep 17, 2015 (2696 d)
Anthony John CarroVoya Financial Partners, LLC otherWorld Investment Advisors, LLC otherOtherJul 3, 2007Oct 21, 2025 (6685 d)
William Monos GreenfieldWealth Bridge Advisory Services unclassifiedWorld Investment Advisors, LLC otherOtherMar 15, 2007Oct 15, 2025 (6789 d)
Lisa Ann GallegosCiticorp Investment Services unclassifiedWorld Investment Advisors, LLC BD affiliatedOtherJun 2, 2006Nov 2, 2020 (5267 d)
Bruce Nesbitt HayduFinancial Design & Management, Inc. unclassifiedWorld Investment Advisors, LLC otherOtherDec 31, 2005Nov 26, 2025 (7270 d)
Bruce Edward GandolfiPruco Securities, LLC otherWorld Investment Advisors, LLC otherOtherFeb 3, 2005Oct 8, 2025 (7552 d)
Leonard ZimmermanNetwork 1 Financial Advisors Inc. state registeredWorld Investment Advisors, LLC otherOtherOct 28, 2004Oct 31, 2025 (7673 d)
Kevin Peter SuszkoPark Avenue Securities LLC otherWorld Investment Advisors, LLC otherOtherJul 22, 2004Oct 31, 2025 (7771 d)
Chaitanya Suresh PatelMorgan Stanley Dw Inc. unclassifiedWorld Investment Advisors, LLC otherOtherMay 14, 2003Oct 12, 2025 (8187 d)
Anthony James WyssAsset & Financial Planning, Ltd otherWorld Investment Advisors, LLC otherOtherJan 31, 2003Nov 5, 2025 (8314 d)
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264 moves match.