Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • 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.
< Back to Results
Detailed Report
Kyle Adam LaCroix
KYLE ADAM LACROIX, Kyle LaCroix
CRD#: 6538977
IA
Investment Adviser
B
Broker
WORLD INVESTMENT ADVISORS, LLCCRD#: 208512 237 Millsap Road
Fayetteville, AR 72703
ST. BERNARD FINANCIAL SERVICES, INC.CRD#: 36956 237 Millsap
Number 2
Fayetteville, AR 72703
Registration History
201520162017201820192020202120222023202420252026IAWORLD INVESTMENT ADVISORS, LLC (CRD# 208512)2022 - Present (2 years)BST. BERNARD FINANCIAL SERVICES... (CRD# 36956)2024 - Present (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2015 - 2022 (6 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2022 (3 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2017 - 2018 (1 year)
Disclosure(s)
View By:
2/7/2022
Employment Separation After Allegations
License(s)

State Registrations

IA
Arkansas 8/30/2022
IA
Louisiana 8/31/2022
B
Arkansas 8/22/2024
IA
Texas 5/24/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WORLD INVESTMENT ADVISORS, LLC (CRD#:208512)
237 Millsap Road, Fayetteville, AR 72703
Registered with this firm since 5/24/2022
B
ST. BERNARD FINANCIAL SERVICES, INC. (CRD#:36956)
237 Millsap Number 2, Fayetteville, AR 72703
Registered with this firm since 3/20/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 07/13/2018 - 03/07/2022 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) BOSTON, MA
B
 09/04/2015 - 03/07/2022 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) WESTLAKE, TX
IA
 05/01/2017 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) WESTLAKE, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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.