• 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.
Brian William Halbert
BRIAN W HALBERT, BRIAN WILLIAM HALBERT
CRD#: 5164875
IA
Investment Adviser
B
Broker
WORLD INVESTMENT ADVISORS, LLCCRD#: 208512 19243 FM2252, Ste 300
Garden Ridge, TX 78266
PENSIONMARK SECURITIES, LLCCRD#: 283952 19243 FM 2252, Ste 300
Garden Ridge, TX 78266
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2014 - 2018 (4 years)2 FIRMS2018 - Present (6 years)
License(s)

State Registrations

B
Texas 7/16/2018

IA
Texas 7/16/2018

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WORLD INVESTMENT ADVISORS, LLC (CRD#:208512)
19243 FM2252, Ste 300, Garden Ridge, TX 78266
Registered with this firm since 7/16/2018

B
PENSIONMARK SECURITIES, LLC (CRD#:283952)
19243 FM 2252, Ste 300, Garden Ridge, TX 78266
Registered with this firm since 7/16/2018

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/06/2014 - 07/16/2018 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) AUSTIN, TX
B
03/12/2014 - 07/16/2018 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) AUSTIN, TX
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.