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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-01 |
| MI | RA | APPROVED | 2025-07-18 |
| PA | RA | APPROVED | 2025-07-18 |
| FL | RA | APPROVED | 2025-07-17 |
| IL | RA | APPROVED | 2025-07-17 |
| MO | RA | APPROVED | 2025-07-17 |
| NC | RA | APPROVED | 2025-07-17 |
| WI | RA | APPROVED | 2025-07-17 |
| AL | RA | APPROVED | 2025-07-16 |
| CO | RA | APPROVED | 2025-07-16 |
| IN | RA | APPROVED | 2025-07-16 |
| MN | RA | APPROVED | 2025-07-16 |
| NE | RA | APPROVED | 2025-07-16 |
| NJ | RA | APPROVED | 2024-07-19 |
| NY | RA | APPROVED | 2024-07-08 |
Branch Locations
Jersey City, NJ • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Melville | NY | 12/2015 | 07/2019 |
| New York Life Insurance Company | Melville | NY | 12/2015 | 07/2019 |
| Barnum Financial Group/Mass Mutual Life Insurance Company | New York City | NY | 07/2019 | 12/2021 |
| Mml Investors Services | New York City | NY | 07/2019 | 01/2021 |
| Equitable Advisors Llc | New York | NY | 03/2022 | 03/2023 |
| Unemployed | Jersey City | NJ | 01/2022 | 02/2022 |
| Unemployed | Jersey City | NJ | 04/2023 | 06/2024 |
| World Equity Group | New York | NY | 07/2024 | Present |
1. Westover Group; Investment Related; 2100 Westover Plantation, Dunwood, GA 30338; Nature: General Business and Recruiting consulting and DBA for insurance sales; Posn/Title: Executive Vice President; Start Date: 07.15.24; Approx. Hrs/Month: 5 Hrs; Hrs during trading Hrs: 5 Hrs. 2. Living Healthy Depot; Not Investment Related; 2100 Westover Plantation, Dunwood, GA 30338; Nature: Lifestyle consulting, health products and services, business consulting; Start Date: 07.15.24; Approx. Hrs/Month: 5 Hrs; Hrs during trading Hrs: 5 Hrs. 3. Frost Financial; Not Investment Related; 2100 Westover Plantation, Dunwood, GA 30338; Nature: Commerical, residential and small business administration loans, pension administration, and help with Corp exit strategies; Executive Vice President; Start Date: 07.15.24; Approx. Hrs/Month: 3 Hrs; Hrs during trading Hrs: 3 Hrs. 4. Moon Roller-skating and Entertainment Center; Not Investment Related; 2100 Westover Plantation, Dunwood, GA 30338; Nature: Consultant/CFO helping establish business plans and consulting on financial decisions; Posn/Title: Executive Vice President; Start Date: 07.15.24; Approx. Hrs/Month: 10 Hrs; Hrs during trading Hrs: ZERO Hrs. 5. Westover Group; Not Investment Related; 2100 Westover Plantation, Dunwood, GA 30338; Nature: Payroll processing. Referral fees from Isolved. Install401ks; Posn/Title: Executive Vice President; Start Date: 07.15.24; Approx. Hrs/Month: 2 Hrs; Hrs during trading Hrs: 2 Hrs. 6. 5. Westover Group; Not Investment Related; 2100 Westover Plantation, Dunwood, GA 30338; Nature: Book sales and Presentations; Posn/Title: Executive Vice President; Start Date: 07.15.24; Approx. Hrs/Month: 10 Hrs; Hrs during trading Hrs: 5 Hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-16 |
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