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Investment Adviser Firm Summary
WORLD INVESTMENT ADVISORS, LLC ( CRD # 208512/SEC#:801-96193 )
AIAS RETIREMENT, ZWC ASSET MANAGEMENT, ZOSH WILLIAMS COSTA ASSET MANAGEMENT GROUP, WRIGHT CONSULTING PARTNERS, LLC, WORLD PRIVATE CLIENT GROUP…
View latest Form ADV filedPart 2 BrochuresPart 3 Relationship Summary

The adviser's REGISTRATION status is listed below.

REGISTRATION STATUS
SEC / JURISDICTION
REGISTRATION STATUS
EFFECTIVE DATE
SECApproved5/6/2015
NOTICE FILINGS

Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.

JURISDICTIONEFFECTIVE DATE
Alabama2/14/2018
Alaska11/1/2023
Arizona6/2/2015
Arkansas7/1/2015
California5/6/2015
Colorado7/20/2015
Connecticut6/28/2016
Delaware2/14/2018
District of Columbia3/23/2017
Florida5/6/2015
Georgia6/26/2015
Hawaii5/21/2015
Idaho6/2/2015
Illinois11/1/2016
Indiana6/30/2015
Iowa6/13/2023
Kansas5/14/2018
Kentucky11/1/2016
Louisiana10/4/2016
Maine6/13/2016
Maryland9/9/2015
Massachusetts9/1/2016
Michigan2/14/2018
Minnesota5/29/2015
Mississippi2/14/2018
Missouri7/1/2015
Montana6/2/2015
Nebraska11/1/2023
Nevada2/10/2016
New Hampshire11/30/2018
New Jersey5/13/2016
New Mexico9/14/2021
New York5/5/2016
North Carolina9/2/2016
North Dakota11/1/2023
Ohio5/6/2015
Oklahoma7/8/2015
Oregon2/14/2018
Pennsylvania8/21/2015
Puerto Rico8/1/2024
Rhode Island8/30/2016
South Carolina2/14/2018
South Dakota11/1/2023
Tennessee5/25/2016
Texas5/29/2015
Utah10/6/2015
Vermont11/30/2018
Virginia6/1/2015
Washington2/14/2018
West Virginia5/14/2018
Wisconsin2/14/2018
Wyoming2/14/2018
EXEMPT REPORTING ADVISERS

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

Not Currently an Exempt Reporting Adviser
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.