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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-14 |
| NY | RA | APPROVED | 2022-02-18 |
| IL | RA | APPROVED | 2021-05-03 |
| FL | RA | APPROVED | 2021-03-19 |
| IN | RA | APPROVED | 2021-03-02 |
Branch Locations
425 N Martingale Road Suite 1220, Schaumburg, IL 60173 • UNITED STATES
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Boca Raton, FL • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2014 | 03/2021 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 09/2014 | 03/2021 |
| World Equity Group, Inc. | Schaumburg | IL | 03/2021 | Present |
1) LEISER FINANCIAL INC, 21397 SHANNON RIDGE WAY, BOCA RATON, FL, 5/2009. INVESTMENT RELATED. OWNER/PRESIDENG,INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. SELL LIFE INSURANCE, LONG TERM CARE, DISABILITY. - APPROS HRW/WK: 20 - APPROX HRS/WK DURING TRADING HOURS: 20. 2) Annuity Depot - 601 N. Congress Ave. Delray Beach, FL. 33445. Investment related. Start: 6/2019. Sr. VP, Owner. Sells fixed index annuities, FIA, LTC, Disability and Life Insurance, and all non-security products. Approx Hrs/Mo: 10. Approx Hrs/Mo During Trading: 10.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-09 |
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