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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-04-28 |
| IL | RA | APPROVED | 2004-07-29 |
Branch Locations
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
1650 N. Arlington Heights Road, Ste 206, Arlington Heights, IL 60004 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Equity Group, Inc. | Arlington Heights | IL | 05/2001 | Present |
1. Penn Mutual Life Insurance; Not investment-related; 1600 Malone Street, Millville, NJ, 08332; Nature of OBA: Life Insurance; Posn/Title: Agent; Start Date: 01/02/24; Approx Hrs/Mth for the OBA: 2; Approx Hrs/Mth during trading hrs: 2; Duties towards the OBA: Provide life insurance quotes and policies for clients.;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-04 |
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