James Devin Sunderwirth

Employer firm

World Equity Group, Inc. CRD 29087

$1.00B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  World Equity Group
  West Palm Beach, FL

Other Businesses

1. DBA: James Devin Sunderwirth-CPA, Not investment Related, Started 5/19/15, Approx. 40 hrs/Mo, None during trading hours, 2447 Bellarosa Circle, Royal Palm Bch., FL 33411, Nature/Duties: Tax prep and Bookkeeping (No audit or attestation service provided), Position: CPA. 2. DBA: Planning Enterprises (Insurance), Investment related, Started 5/19/15, Approx. 16 hours/Mo, None during trading hours, 2447 Bellarosa Circle, Royal Palm Bch., FL 33411, Position: Insurance Agent, Nature/Duties: Sell Non-Variable insurance sales, fixed, disability, fixed annuities, life and Long-term care insurance. 3. COMMUNITY ACCOUNTING PARTNERS OF FL, PLLC; Not investment related; Address: 2012 28TH Ave, Vero Beach, FL, 32960; Nature of OBA: COMMUNITY ACCOUNTING PARTNERS OF FL, PLLC PROVIDES ACCOUNTING, AUDIT, AND TAX SERVICES WITH A FOCUS ON HOMEOWNERS ASSOCIATIONS; Posn/Title: TAX PARTNER; .Start Date: 11/15/2025; Approx No of Hrs/Mth for OBA: 20 Hrs/Mth; Approx No of Hrs/Mth for OBA during trading Hrs: Zero Hrs; Duties towards OBA: PROVIDING SUPERVISORY AND REVIEW SERVICES FOR THE ORGANIZATION'S TAX PREPARATION STAFF AND TAX CLIENTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-21
• S63 Uniform Securities Agent State Law Examination
  2015-06-29

Other Names

• Devin Sunderwirth