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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-10-21 |
| MA | RA | APPROVED | 2025-03-28 |
| MS | RA | APPROVED | 2023-11-29 |
| CA | RA | APPROVED | 2018-10-15 |
| PA | RA | APPROVED | 2017-05-11 |
| NJ | RA | APPROVED | 2016-11-09 |
| NC | RA | APPROVED | 2016-11-08 |
| AL | RA | APPROVED | 2011-03-22 |
| FL | RA | APPROVED | 2009-03-11 |
| GA | RA | APPROVED | 2009-03-11 |
Branch Locations
3 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westover Group | Dunwoody | GA | 04/2004 | Present |
| World Equity Group, Inc. | Arlington Heights | IL | 03/2009 | Present |
| Westover Trading | Dunwoody | GA | 05/2009 | Present |
(1) WESTOVER GROUP, CEO (OWNER) 2100 WESTOVER PLANTATION, DUNWOODY, GA 30338. INVESTMENT RELATED. START DATE: 1/2004. PRESIDENT. GENERAL BUSINESS AND RECRUITING CONSULTING AND DBA FOR INSURANCE SALES. APPROX. HRS/MO: 5. APPROX. HRS/MO DURING SECURITIES TRADING: 5. (2) LIVING HEALTHY DEPOT. NOT INVESTMENT RELATED. 2100 WESTOVER PLANTATION, DUNWOODY, GA 30338. PRESIDENT/ OWNER. LIFESTYLE CONSULTING, HEALTH PRODUCTS AND SERVICES, BUSINESS CONSULTING. APPROX. HRS/MO: 5. APPROX. HRS/MO DURING SECURITIES TRADING: 5. (3) FROST FINANCIAL. NOT INVESTMENT RELATED. 2100 WESTOVER PLANTATION, DUNWOODY, GA 30338. START 4/2005. COMMERCIAL, RESIDENTIAL AND SMALL BUSINESS ADMIN. LOANS, PENSION ADMIN AND HELP WITH CORP EXIT STRATEGIES. APPROX. HRS/MO: 3.APPROX. HRS./MO DURING SECURITIES TRADING: 3. (4) Adjunct Professor, Georgia State University, 33 Gilmer St. SE, Atlanta, GA 30302. Investment Related. Start date: 1/1998. Teach retirement and ERISA classes, no compensation. 0 hours/month during trading hours. (6) Westover Group. Dunwoody, GA. Payroll Processing. Referral fees from Isolved. Install 401ks. Not investment related. Start date: 3/2022. Approx. hrs/Mo. 2. 0 during trading hours. (7) Author, Not Investment Related, 2100 Westover Planhttps://www.wealthscape.com/index.html?version=DBStation, Dunwoody, GA. Author and publisher of a book for college freshman and high school seniors. Duties include book sales and presentations. Approx. Hrs/Mo:10. Approx. Hrs./Mo during trading hours: 5. (8) Star Pasta; Not Investment Related; Address: 2100 Westover Plantation, Dunwoody, GA, 30338; Nature of OBA: my partner Sebastian Manzano has a pasta food store in the upper east side of Manhattan that makes venetian pasta only It is called bigoivenezua the website is www.bigoivenezia.com We are forming a venture to have initially 3 food trucks to sell the pasta in Miami and Boca Raton and Atlanta; Posn/Title: Chief Financial Officer; Start Date: 10/01/2024; Approx. Hrs/Mo:10; Approx. Hrs./Mo during trading hours: ZERO Hrs.; Duties: Help establish the sba loan and I will help fund it and own 40 percent of the initial stock.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-08 |
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