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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-09 |
| SC | RA | APPROVED | 2025-03-04 |
| AR | RA | APPROVED | 2024-10-02 |
| IN | RA | APPROVED | 2023-10-30 |
| NJ | RA | APPROVED | 2010-12-22 |
Branch Locations
425 N Martingale Road Suite 1220, Schaumburg, IL 60173 • UNITED STATES
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
530 Washington Blvd Suite 4, Sea Girt, NJ 08750 • United States
1 disclosure category 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 | Point Pleasant | NJ | 10/2010 | Present |
Fixed Insurance Sales, Investment Related. 2430 Rt. 34 N, Manasquan, NJ 08736, start date: 6/2000. Sales agent for fixed insurance products. Approx. number hours/mo: 4. Approx. hours/month during securities trading hours: .5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-25 |
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