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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-10-05 |
Branch Locations
15520 Rockfield Blvd Suite G, Irvine, CA 92618 • United States
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Equity Group | Irvine | CA | 09/2017 | Present |
| Jevon Thomas Retirement Plan Consultants | Westminster | CA | 03/2016 | Present |
1) Jevon Thomas Retirement Plan Consultants. Investment Related. Start Date 01/01/2016. 7254 Fenway Dr., Unit D. Westminster, CA 92683. Retirement/401K Consultant. Owner/Director of Retirement Plans. Consult of employer Sponsored Retirement Plans. Approx No Hrs/Mo: 20. Approx. No. Hrs/Mo during securities trading: 2. 2) BTA Advisory Group, Investment Related. Start date: 1/16/2016. 15520 Rockfield Blvd. #G, Irvine, CA, 92618. Retirement/401K Consultant and Director of Retirement Plans. Consult on Employer Sponsored Retirement Plans. Approx. No. Hrs/Mo: 30. Approx. Hrs/Mo during trading hours: 3. 3) Wealth-Teams Solutions, Investment Related. Start date: 1/1/2016. 15520 Rockfield Blvd. Irvine, CA, 92618. Retirement/401K Consultant and Director of Retirement Plans. Consult Advisors of Wealth-Teams on qualified retirement plans. Approx. No. Hrs/Mo: 0. Approx. Hrs/Mo during trading hours: 0. 4) Omega 9, Not Investment Related. Start Date: 1/1/2021. 7254 Fenway Dr., Unit D. Westminster, CA 92683. Owner. Introduce clients and construction engineers and vendors to each other. Approx. No. Hrs/Mo: 4. Approx. Hrs/Mo during trading hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-06 |
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