DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Kenneth Raymond Savage

World Equity Group, Inc.BD affiliatedWilmington, Nc dual registrantIAPD 3203842

Feed of 09/14/2026

At current firm

6 y

since Dec 17, 2019

In the industry

27 y

since May 11, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

World Equity Group, Inc. BD affiliated current
since Dec 17, 2019 · Schaumburg, Il
Triumph Wealth Advisors, Inc. former
Mar 22, 2011 to Dec 17, 2019 · Acworth, Ga
J. W. Cole Advisors, Inc. BD affiliated
Oct 23, 2009 to Nov 12, 2010 · Tampa, Fl
Transamerica Financial Advisors, LLC BD affiliated
Sep 11, 2009 to Oct 23, 2009 · Wilmington, Nc
Osaic Fs, Inc. former
Dec 9, 2008 to Aug 20, 2009 · Little Rock, Ar
A. G. Edwards & Sons, Inc. unclassified
Jan 23, 2006 to Jan 10, 2007 · Southport, Nc
Morgan Stanley Dw Inc. unclassified
Dec 31, 2001 to Apr 28, 2004 · Greensboro, Nc

Moves

a registration end followed by a registration begin elsewhere

Triumph Wealth Advisors, Inc. to World Equity Group, Inc.
left Dec 17, 2019, registered Dec 17, 2019 (0 days) · RIA to affiliated broker-dealer or bank
J. W. Cole Advisors, Inc. to Triumph Wealth Advisors, Inc.
left Nov 12, 2010, registered Mar 22, 2011 (130 days) · Other
Transamerica Financial Advisors, LLC to J. W. Cole Advisors, Inc.
left Oct 23, 2009, registered Oct 23, 2009 (0 days) · Other
Osaic Fs, Inc. to Transamerica Financial Advisors, LLC
left Aug 20, 2009, registered Sep 11, 2009 (22 days) · Other
A. G. Edwards & Sons, Inc. to Osaic Fs, Inc.
left Jan 10, 2007, registered Dec 9, 2008 (699 days) · Other
Morgan Stanley Dw Inc. to A. G. Edwards & Sons, Inc.
left Apr 28, 2004, registered Jan 23, 2006 (635 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address