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Advisor at WORLD EQUITY GROUP, INC.
Schaumburg, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WORLD EQUITY GROUP, INC. | Bd affiliated wealth | Jan 12, 2024 | n/a | yes | Schaumburg, IL | Current employment |
| INSIGNEO ADVISORY SERVICES, LLC | Mixed wealth | Jul 20, 2021 | Jul 5, 2023 | no | MIAMI, FL | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Sep 23, 2020 | Mar 18, 2021 | no | LISLE, IL | Previous registration |
| INVESTACORP ADVISORY SERVICES INC | Former SEC adviser | Aug 29, 2018 | Jul 31, 2020 | no | Miami, FL | Previous registration |
| WORLD EQUITY GROUP, INC. | Bd affiliated wealth | Mar 20, 2017 | Aug 24, 2018 | no | SCHAUMBURG, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INSIGNEO ADVISORY SERVICES, LLC | WORLD EQUITY GROUP, INC. | Jul 5, 2023 | Jan 12, 2024 | 191 | Firm change | RIA to ibd |
| SECURITIES AMERICA ADVISORS, INC. | INSIGNEO ADVISORY SERVICES, LLC | Mar 18, 2021 | Jul 20, 2021 | 124 | Firm change | Ibd to RIA |
| INVESTACORP ADVISORY SERVICES INC | SECURITIES AMERICA ADVISORS, INC. | Jul 31, 2020 | Sep 23, 2020 | 54 | Bulk transfer | Ibd to ibd |
| WORLD EQUITY GROUP, INC. | INVESTACORP ADVISORY SERVICES INC | Aug 24, 2018 | Aug 29, 2018 | 5 | Firm change | Ibd to ibd |