• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
PHILIP SHIHLING CHAO
PHILIP SHIH LING CHAO
CRD#: 1048866
IA
Investment Adviser
B
Previous Broker
WORLD INVESTMENT ADVISORS, LLCCRD#: 208512 Cabin John, MD
Registration History
19901995200020052010201520202025IAWORLD INVESTMENT ADVISORS, LLC (CRD# 208512)2022 - Present (2 years)IANEXUS338 (CRD# 315250)2021 - Present (3 years)BSUNAMERICA SECURITIES, INC. (CRD# 20068)1995 - 2000 (5 years)BMUTUAL SERVICE CORPORATION (CRD# 4806)1990 - 1995 (5 years)BPENN MUTUAL EQUITY SERVICES, INC. (CRD# 4031)1989 - 1990 (1 year)BCHUBB SECURITIES CORPORATION (CRD# 3870)1988 - 1989 (<1 year)BWADDELL & REED, INC. (CRD# 866)1987 - 1988 (1 year)BCHUBB SECURITIES CORPORATION (CRD# 3870)1986 - 1987 (<1 year)IAEXPERIENTIAL WEALTH, INC. (CRD# 116983)2004 - 2022 (18 years)
Disclosure(s)
View By:
2/3/1997
Regulatory
Final
License(s)

State Registrations

IA
Maryland 9/8/2021

Current Registration(s)
IA
WORLD INVESTMENT ADVISORS, LLC (CRD#:208512)
Cabin John, MD
Registered with this firm since 10/19/2022

IA
NEXUS338 (CRD#:315250)
6409 81st Street, CABIN JOHN, MD 20818
Registered with this firm since 9/8/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
03/12/2004 - 12/31/2022 EXPERIENTIAL WEALTH, INC. (CRD#:116983) CABIN JOHN, MD
B
12/18/1995 - 12/31/2000 SUNAMERICA SECURITIES, INC. (CRD#:20068) PHOENIX, AZ
B
10/17/1990 - 12/15/1995 MUTUAL SERVICE CORPORATION (CRD#:4806) BOSTON, MA
B
04/10/1989 - 10/18/1990 PENN MUTUAL EQUITY SERVICES, INC. (CRD#:4031) CONSHOHOCKEN, PA
B
07/29/1988 - 04/10/1989 CHUBB SECURITIES CORPORATION (CRD#:3870)
B
05/13/1987 - 08/01/1988 WADDELL & REED, INC. (CRD#:866)
B
11/03/1986 - 05/12/1987 CHUBB SECURITIES CORPORATION (CRD#:3870)
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
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.