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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-18 |
| NC | RA | APPROVED | 2026-06-09 |
| IN | RA | APPROVED | 2026-06-08 |
| CO | RA | APPROVED | 2026-06-05 |
| FL | RA | APPROVED | 2026-06-05 |
| VA | RA | APPROVED | 2026-06-05 |
| IL | RA | APPROVED | 2017-10-20 |
Branch Locations
425 N Martingale Road 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 | Chicago | IL | 08/2009 | Present |
(1) Fixed Insurance Products, Investment related, Started 4-1995, 0 hrs/mo, not really doing at this time, 1408 National Ave., Rockford, IL 61103, Fixed and Equity Index Annuities, Financial Advisor, Duties: I don't currently use these products with clients, but am licensed to do so. (2) City of Rockford - Alderman-3rd Ward, Not investment related, Started 5/2017, Approx 30 hrs/mo, 10 during trading hours, 425 E. State St., Rockford, IL 61104, Nature: Representing constituents of 3rd Ward, Duties: Rockford City Council acts in conjunction with the Mayor as the legislative and policy making body of the municipality. There are presently fourteen council members (aldermen) elected by ward, with four year terms all ending in the same year, council members legislate once a week as a while and also meet in bi-weekly committee meetings; Finance and Personnel, Planning and development, and Code and Regulation. Aldermen make decisions, pass ordinances, appropriate funds and present initiatives so as to best represent the needs of both their respective constituents and the City of Rockford as a whole. (3) Rockford Area Venues & Entertainment Authority (RAVE), Not investment related, Started 6/2018, Approx 2 hrs/mo, all during trading hours, 300 Elm St., Rockford, IL 61101, Nature: Governing Board of the BMO Harris Bank Center, Coronado Performing Arts Theatre, and Davis Park. Oversees the operation, continuation ad success of the facilities. Position: Alderman (non-voting board member), Duties: Rockford City Council liaison. Attend meetings and ensure open communications between the city-owned venues and the RAVE Board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-17 |
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