DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at WORLD EQUITY GROUP, INC.
Schaumburg, IL | Miami, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WORLD EQUITY GROUP, INC. | Bd affiliated wealth | Aug 29, 2025 | n/a | yes | Miami, FL|Schaumburg, IL | Current employment |
| HSBC SECURITIES (USA) INC. | Bd affiliated wealth | May 26, 2023 | Apr 30, 2024 | no | Miami, FL | Previous registration |
| WIZEST INC. | Former SEC adviser | Jul 21, 2022 | Apr 3, 2023 | no | Miami, FL | Previous registration |
| MORA CAPITAL MANAGEMENT, LLC | Independent wealth | Jul 7, 2021 | Oct 6, 2021 | no | MIAMI, FL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Oct 2, 2020 | Jan 4, 2021 | no | MIAMI, FL|Miami, FL | Previous registration |
| HOLISTIC ASSET MANAGEMENT, LLC | State registered | Apr 14, 2017 | Oct 9, 2018 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HSBC SECURITIES (USA) INC. | WORLD EQUITY GROUP, INC. | Apr 30, 2024 | Aug 29, 2025 | 486 | Firm change after gap | Ibd to ibd |
| WIZEST INC. | HSBC SECURITIES (USA) INC. | Apr 3, 2023 | May 26, 2023 | 53 | Firm change | Other |
| MORA CAPITAL MANAGEMENT, LLC | WIZEST INC. | Oct 6, 2021 | Jul 21, 2022 | 288 | Firm change | RIA to new firm |
| CITIGROUP GLOBAL MARKETS INC. | MORA CAPITAL MANAGEMENT, LLC | Jan 4, 2021 | Jul 7, 2021 | 184 | Firm change | Ibd to RIA |
| HOLISTIC ASSET MANAGEMENT, LLC | CITIGROUP GLOBAL MARKETS INC. | Oct 9, 2018 | Oct 2, 2020 | 724 | Firm change after gap | Other |