Charles Robert Taylor

Current Employers

World Equity Group, Inc.

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

Current Registrations

Authority	Category	Status	Date
ND	RA	APPROVED	2025-01-17
AZ	RA	APPROVED	2020-05-28
TX	RA	APPROVED_RES	2017-09-15
FL	RA	APPROVED	2014-04-07
MN	RA	APPROVED	2014-01-21
WI	RA	APPROVED	2013-03-05

ND RA
APPROVED

Since 2025-01-17
AZ RA
APPROVED

Since 2020-05-28
TX RA
APPROVED_RES

Since 2017-09-15
FL RA
APPROVED

Since 2014-04-07
MN RA
APPROVED

Since 2014-01-21
WI RA
APPROVED

Since 2013-03-05

Branch Locations

425 N Martingale Road Suite 1220, Schaumburg, IL 60173 • UNITED STATES

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

4325 Pheasant Ridge Drive Ne Suite 610, Minneapolis, MN 55449 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
World Equity Group	Minneapolis	MN	03/2013	Present

03/2013 → Present

World Equity Group

Minneapolis, MN

Previous Registrations

2009-07-15 → 2013-03-01

Intervest International, Inc.

Bloomington, MN

Colorado Springs, CO

Other Businesses

1. Charles Taylor-Musician, Not Investment Related, Started 3-18-1975, 8 Hrs/Mo, 0 during trading hours, Performance Locations Vary, Part-time musician. 2. Icedogs Junior Gold Hockey, Not Investment Related, Started 11-2010, 6 Hrs/Mo, 0 during trade hours, 9250 Lincoln St., NE, Blaine, MN 55434, Nature: Seasonal Youth Hockey Program for High School age players that are not playing HS Hockey., Position: Jr. Gold Program Coordinator, Duties: Coordinate program operations. 3. Charles Taylor-IT Tech Consultant, Not Investment Related, Started 9-1-2017, 2 Hrs/Mo, 0 during trading hours, Locations Vary, IT Tech Consultant, Duties: IT Tech Computer Services. 4. Four Points Advisory - Insurance Agent, Investment Related, Start 12-1-2012, Hours vary, none during trading hours, 4325 Pheasant Ridge Dr., NE, Ste. 610, Minneapolis, MN 55449, Nature: Sell Fixed, indexed and UL Life, Accident, health & Disability Insurance Products, Position: Writing Agent, Duties: Sell Life and Health Insurance Policies. WRITING AGENT FOR FIXED, INDEXED, LIFE PRODUCTS THROUGH MIDLAND NATIONAL LIFE (2) MUSICIAN FOR HIRE, PART-TIME (4) BOOKKEEPING - PROVIDE BOOKKEEPING SERVICES TO A GROUP OF SMALL ENTITIES, UTILIZING INTERNAL STAFF & SUB-CONTRACTORS. 4 HOURS/MONTH, NON-INVESTMENT RELATED. START DATE 9/1/17. 5. Medicare Advisors. 4325 Pheasant Ridge Drive, Ste. 610, Minneapolis, MN 55449, Start date: 9/1/2021. Not investment related. dba name for Medicare insurance provided. Agent/Agency Owner. Approx. Hrs/Mo: varies. Approx. Hrs/Mo during securities trading: varies.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-01-31

S66 Uniform Combined State Law Examination

2008-01-31

View on SEC IAPD