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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| IL | RA | APPROVED | 2020-03-16 |
| VA | RA | APPROVED | 2019-11-27 |
| NC | RA | APPROVED | 2014-07-01 |
Branch Locations
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
2921 Damascus Road, Fayetteville, NC 28303 • United States
3 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 |
|---|---|---|---|---|
| Dogwood Capital Management, Llc | Fayetteville | NC | 12/2010 | Present |
| World Equity Group | Chicago | IL | 05/2014 | Present |
1)DOING BUSINESS AS:DOGWOOD CAPITAL MANAGEMENT, LLC. 2921 Damascus Rd., Fayetteville, NC 28303Investment Related. Start Date: 10/2008. President, Investment and financial planning. Number hours/month 160. 140 hours/month during securities trading hours. 2) Karen Chandler Trust, not investment related. P.O. Box 87292, Fayetteville, NC 28304, Start Date10/1992. Board Member. Fund Raising and work with and assist cancer patients with their bills and transportation to appointments. 5 Hrs/months and 3 hours/month during securities trading hours. 3) BOARD OF TRUSTEE FAYETTEVILLE TECHNICAL COMMUNITY COLLEGE; Not investment related; Address: 2817 FT BRAGG RD, NC, 28303; Nature of OBA: ONE OF 8 BOARD OF TRUSTEE'S. WE OVERSEE FTCC AND SUPPORT THE COMMUNITY COLLEGE MISSION AND ASSIST IN SUPPORTING TRADE TRAINING SPECIFICALLY THE LOCAL COMMUNITY. APPOINTMENT BY THE SPEAKER OF HOUSE STATE OF NC; Posn/Title: BOARD OF TRUSTEE; Start Date: 08/17/2025; Approx No of Hrs/Mth for OBA: 6 Hrs; Approx No of Hrs/Mth for OBA during trading Hrs 6 Hrs; Duties: OVERSITE OPERATIONS ON FAYETTEVILLE TECH. COMMUNITY COLLEGE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 1991-09-18 |
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