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Current Employers
World Equity Group, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2005-06-17
  • IL RA
    APPROVED
    Since 2005-06-17

Branch Locations

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

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

Port Barrington, IL • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Individual Financial Practitioners, Inc Chicago IL 02/1983 Present
World Equity Group, Inc. Arlington Heights IL 05/2005 Present
  • 02/1983 → Present
    Individual Financial Practitioners, Inc
    Chicago, IL
  • 05/2005 → Present
    Arlington Heights, IL
Other Businesses

(1) INDIVIDUAL FINANCIAL PRACTITIONERS, INC. Investment Related. 28471 Casey Ct., Lake Barrington, IL 60010. SALE OF INDIVIDUAL LIFE & LONG TERM CARE INSURANCE. Number/Hrs Month: 2. Number/Hrs Month during securities trading hours: .5

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-19
S63 Uniform Securities Agent State Law Examination 1987-02-24
  • S65 Uniform Investment Adviser Law Examination
    1997-06-19
  • S63 Uniform Securities Agent State Law Examination
    1987-02-24

View on SEC IAPD

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