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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-08-26 |
| AZ | RA | APPROVED | 2020-11-30 |
| TX | RA | APPROVED | 2020-11-18 |
Branch Locations
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
1800 West Loop South Unit 1700, Houston, TX 77027 • United States
425 N Martingale Road Suite 1220, Schaumburg, IL 60173 • UNITED STATES
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 04/2009 | 11/2020 |
| Img Financial Group | Houston | TX | 04/2009 | 11/2020 |
| World Equity Group, Inc. | Houston | TX | 11/2020 | Present |
1) Exponent Prosperity Accelerator Advisors LLC. Not Investment Related. 4801 Woodway Dr., Ste 305 West, Houston, TX 77056. Start Date: 11/30/2020. Business Devel. Director Financial Planning. Business development, transition and executive retention. Approx. Hrs/Mo: 80. Approx. Hrs/Mo during securities trading: 80. 2) Innovative Capital Assurance. Investment Related. 4801 Woodway Dr., Ste 305 West, Houston, TX 77056. Life, Health and Disability Insurance Sales and estate planning strategies for clients. Approx. Hrs/Mo: 50. Approx. Hrs/Mo during securities trading: 50.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-07-17 |
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