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Advisor at WORLD EQUITY GROUP, INC.
Houston, TX | Schaumburg, IL
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 26, 2026 | n/a | yes | Schaumburg, IL|Houston, TX | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Aug 8, 2023 | Oct 2, 2024 | no | Katy, TX|KATY, TX | Previous registration |
| EDWARD JONES | National bd RIA | Feb 17, 2017 | Sep 1, 2022 | no | Katy, TX|ST LOUIS, MO|KATY, TX|KATY, TX|HOUSTON, TX | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | May 25, 2016 | Jun 29, 2016 | no | Sugar Land, TX|SARASOTA, FL | Previous registration |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Aug 22, 2013 | Apr 20, 2015 | no | SUGAR LAND, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 1, 2013 | Jul 8, 2013 | no | HOUSTON, TX|HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | WORLD EQUITY GROUP, INC. | Oct 2, 2024 | Aug 26, 2026 | 693 | Firm change after gap | Wirehouse to ibd |
| EDWARD JONES | J.P. MORGAN SECURITIES LLC | Sep 1, 2022 | Aug 8, 2023 | 341 | Firm change | Ibd to wirehouse |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | EDWARD JONES | Jun 29, 2016 | Feb 17, 2017 | 233 | Firm change | Other |
| MERCER GLOBAL ADVISORS INC. | GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Apr 20, 2015 | May 25, 2016 | 401 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | MERCER GLOBAL ADVISORS INC. | Jul 8, 2013 | Aug 22, 2013 | 45 | Firm change | Other |