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Current Employers
World Equity Group, Inc.

425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-30
  • TX RA
    APPROVED
    Since 2025-01-30

Branch Locations

1800 West Loop South Unit 1700, Houston, TX 77027 • United States

425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Inc. Houston TX 04/2011 03/2017
Massachusetts Mutual Life Insurance Company Springfield MA 07/2016 04/2019
Mml Investors Services, Llc Houston TX 03/2017 04/2019
Next Financial Group Houston TX 10/2019 04/2024
Unemployed Houston TX 04/2019 10/2019
World Equity Group, Inc. Houston TX 05/2024 01/2025
World Equity Group, Inc. Houston TX 01/2025 Present
Exponent Prosperity Accelerator Advisers Llc Houston TX 05/2024 Present
  • 04/2011 → 03/2017
    Metlife Securities Inc.
    Houston, TX
  • 07/2016 → 04/2019
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 03/2017 → 04/2019
    Mml Investors Services, Llc
    Houston, TX
  • 10/2019 → 04/2024
    Next Financial Group
    Houston, TX
  • 04/2019 → 10/2019
    Unemployed
    Houston, TX
  • 05/2024 → 01/2025
    Houston, TX
  • 01/2025 → Present
    Houston, TX
  • 05/2024 → Present
    Exponent Prosperity Accelerator Advisers Llc
    Houston, TX
Previous Registrations
  • 2021-03-01 → 2024-04-30
    Next Financial Group, Inc.
    Houston, TX
    Houston, TX
    Houston, TX
Other Businesses

1. Innovative Premier Financial Services; Yes, Investment Related; Address: 13105 NW Freeway, Suite 1250, Houston TX 77040, USA; Nature of OBA: Insurance - Fixed Life Insurance and Fixed Annuities trails and overrides; Posn/Title: Agent; Start Date: 05/01/2019; Approx No of Hrs/Mth towards OBA; 8; Approx No of Hrs/Mth during trading Hrs: ZERO Hrs; Duties: I act as an agent selling fixed life and annuity products. I also receive trails and overrides on fixed products from previous production and through agents whom I have recruited to the agency. 2. Exponent Prosperity Accelerator Advisers LLC; Not Investment Related; Address: 1800 West Loop South, Suite 1700, Houston, TX, 77027; USA; Nature of OBA: Business Development, Transition Planning, Executive Retention, and Informal Business Valuation services; Posn/Title: Director of Finance; Start Date: 05/01/2024; Approx No of Hrs/Mth towards OBA; 80; Approx No of Hrs/Mth during trading Hrs: 80 Hrs; Duties: Preparation of internal financial statements, Transition/Executive Retention plan design, Informal Business Valuation reports. 3. Notary Public; Not Investment Related; Address: 1800 W Loop S, Suite 1700, Houston, TX, 77027; Nature of OBA; Texas Notary Public; Posn/Title: Notary Public; Start Date: 04/28/2022; Approx No of Hrs/Mth towards OBA; 80; Approx No of Hrs/Mth during trading Hrs: 80 Hrs; Duties towards OBA: Notarize documents;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-01
S63 Uniform Securities Agent State Law Examination 1998-08-19
  • S65 Uniform Investment Adviser Law Examination
    2021-03-01
  • S63 Uniform Securities Agent State Law Examination
    1998-08-19

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