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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-05 |
| NJ | RA | APPROVED | 2025-02-07 |
| OK | RA | APPROVED | 2025-01-06 |
| GA | RA | APPROVED | 2025-01-03 |
| IN | RA | APPROVED | 2024-06-25 |
| MA | RA | APPROVED | 2024-03-27 |
| WI | RA | APPROVED | 2024-02-05 |
| AZ | RA | APPROVED | 2024-01-17 |
| NC | RA | APPROVED | 2024-01-10 |
| AR | RA | APPROVED | 2023-11-28 |
| MS | RA | APPROVED | 2023-11-28 |
| ME | RA | APPROVED | 2022-09-09 |
| LA | RA | APPROVED | 2018-07-03 |
| FL | RA | APPROVED | 2015-01-22 |
| CA | RA | APPROVED | 2014-10-08 |
| TX | RA | APPROVED | 2014-10-07 |
Branch Locations
1800 West Loop South Unit 1700, Houston, TX 77027 • United States
5225 Katy Freeway Suite 430, Houston, TX 77007 • United States
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
80 State Street, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
80 State Street, Albany, NY 12207 • United States
1800 West Loop South Suite 1700, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Equity Group | Houton | TX | 10/2014 | Present |
| Pks Advisory Services, Llc | Albany | NY | 04/2026 | Present |
1) Innovative Capital Assurance: Life Insurance Agent - fixed insurance sales including health, life and disability through various companies. 4801 Woodway Drive, Suite 305W, Houston, TX 77056. Investment related. Start date Sept. 2019, 50 hours/month; 50 hours during securities trading hours. 2) ARA MANAGEMENT, 34 HOLLINGERS ISLAND CT., KATY, TX 77450. NOT INVESTMENT RELATED. OWNER/LANDLORD. REAL ESTATE HOLDING. 2-8 HOURS PER MONTH AND 0 HOURS DURING TRADING HOURS. 3)SMART GROUP HOUSTON. 4801 WOODWAY DR. STE 305 WEST, HOUSTON, TX 77056. INVESTMENT RELATED. START DATE: 1/2011. PRESIDENT/CEO FOR INVESTMENT RELATED ACTIVITIES AS A REGISTERED REPRESENTATIVE AND IAR. APPROX. HRS/MO: 120. APPROX. HRS/MO DURING SECURITIES TRADING: 120. 4) EXPONENT PROSPERITY ACCELERATOR ADVISORS, LLC. 4801 WOODWAY DR., STE 305 WEST, HOUSTON, TX 77056,NOT INVESTMENT RELATED. START DATE: 9/2019. PARTNER. DEVELOP STRATEGIES FOR BUSINESS CONSULTING,BUSINESS EVALUATION, EXECUTIVE RETENTION AND BUSINESS TRANSITION.APPROX. HRS/MO: 80. APPROX. HRS/MO DURING SECURITIES TRADING: 80. 5) World Equity Group; investment related. At reported business location(s). Financial Services. Investment Adviser Representative and Registered Representative. Start date: 10/2014; 40 hours/month, 40 hours during securities trading hours. Financial services, and investment planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-23 |
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