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Detailed Report
Emily Anne Tilbury
EMILY A SMITH, EMILY A TILBURY
CRD#: 5836862
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Investment Adviser
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Previous Broker
WORLD INVESTMENT ADVISORS, LLCCRD#: 208512 Blue Springs, MO
Registration History
201220142016201820202022202420262 FIRMS2012 - 2021 (9 years)IAWORLD INVESTMENT ADVISORS, LLC (CRD# 208512)2022 - Present (2 years)BPENSIONMARK SECURITIES, LLC (CRD# 283952)2022 - 2024 (2 years)IACREATIVE PLANNING (CRD# 105348)2021 - 2022 (<1 year)
License(s)

State Registrations

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Missouri 11/1/2023
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Texas 11/16/2022
Current Registration(s)
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WORLD INVESTMENT ADVISORS, LLC (CRD#:208512)
Blue Springs, MO
Registered with this firm since 11/16/2022
Previous Registration(s)
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 11/16/2022 - 11/08/2024 PENSIONMARK SECURITIES, LLC (CRD#:283952) SANTA BARBARA, CA
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 12/17/2021 - 11/03/2022 CREATIVE PLANNING (CRD#:105348) OVERLAND PARK, KS
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 10/01/2012 - 12/17/2021 LOCKTON INVESTMENT ADVISORS, LLC (CRD#:144133) KANSAS CITY, MO
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 09/21/2012 - 12/14/2021 LOCKTON INVESTMENT SECURITIES, LLC (CRD#:137476) KANSAS CITY, MO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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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.