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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-06 |
| MA | RA | APPROVED | 2024-10-17 |
| IA | RA | APPROVED | 2023-01-03 |
| OK | RA | APPROVED | 2021-10-12 |
| MD | RA | APPROVED | 2020-01-02 |
| FL | RA | APPROVED | 2019-05-22 |
| AZ | RA | APPROVED | 2019-04-23 |
| GA | RA | APPROVED | 2019-04-23 |
| NJ | RA | APPROVED | 2019-04-23 |
| OH | RA | APPROVED | 2019-04-23 |
| AR | RA | APPROVED | 2019-04-22 |
| CA | RA | APPROVED | 2019-04-22 |
| IN | RA | APPROVED | 2019-04-22 |
| MI | RA | APPROVED | 2019-04-22 |
| MO | RA | APPROVED | 2019-04-22 |
| OR | RA | APPROVED | 2019-04-22 |
| PA | RA | APPROVED | 2019-04-22 |
| SC | RA | APPROVED | 2019-04-22 |
| TX | RA | APPROVED | 2019-04-22 |
| VA | RA | APPROVED | 2019-04-22 |
| WA | RA | APPROVED | 2019-04-22 |
| NC | RA | APPROVED | 2019-04-18 |
| MN | RA | APPROVED | 2018-10-12 |
| NV | RA | APPROVED | 2018-09-06 |
| WI | RA | APPROVED | 2018-08-16 |
| IL | RA | APPROVED | 1997-11-06 |
Branch Locations
1650 N. Arlington Heights Road, Ste 206, Arlington Heights, IL 60004 • 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, Inc. | Arlington Heights | IL | 08/1994 | Present |
1) ARLINGTON VENTURES LLC. NOT INVESTMENT RELATED. 1 RAINIER CIRCLE, SO. BARRINGTON IL 60010. START DATE: 2000. OWNER OF RENTAL REAL ESTATE PROPERTIES, MANAGEMENT/LEASING. APPROXIMATELY 2 HOURS PER MONTH ON ACTIVITY, 0 DURING MARKET HOURS. 2) SALE OF FIXED LIFE INSURANCE AND ANNUITIES. 1650 N. ARLINGTON HTS RD. STE 206, ARLINGTON HTS, IL 60004. NOT INVESTMENT RELATED. START DATE: 2000. SALES OF FIXED LIVE INSURANCE, ANNUITIES, LONG TERM CARE. APPROXIMATELY 5 HOURS PER MONTH DEVOTED TO ACTIVITY, 5 DURING MARKET HOURS. 3) B&R Financial, dba name, 1650 N. Arlington Hts. Rd, Ste 206, Arlington Hts. IL 60004. co-owner, start date May 2007, dba name for financial planning and investment advisory services, 60+ hours per week, during and after market hours, 6-8 hours during trading hours. 4) NSR Holdings, LLC; Not investment related; 4202 Spring St, Davenport, IA, 52807; Nature of OBA: Owns and operates single-family rental properties; Posn/Title: Partner; Start Date: 01/01/2026; Approx No of Hrs/Mth towards OBA: 2Hrs; Approx No of Hrs/Mth towards OBA during trading Hrs: ZERO Hrs; Duties: Some banking activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-18 |
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