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

Jad Hoche

World Equity Group, Inc.BD affiliatedSchaumburg, Il dual registrantIAPD 5983444

Feed of 09/14/2026

Also filed as Jad Jubran Hoche

At current firm

1 y

since Aug 29, 2025

In the industry

14 y

since Jul 14, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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 Aug 29, 2025 · Miami, Fl
Hsbc Securities (USA) Inc. BD affiliated
May 26, 2023 to Apr 30, 2024 · Miami, Fl
Wizest Inc. former
Jul 21, 2022 to Apr 3, 2023 · Miami, Fl
Mora Capital Management, LLC independent RIA
Jul 7, 2021 to Oct 6, 2021 · Miami, Fl
Citigroup Global Markets Inc. BD affiliated
Oct 2, 2020 to Jan 4, 2021 · Miami, Fl
Holistic Asset Management, LLC state registered
Apr 14, 2017 to Oct 9, 2018 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

Hsbc Securities (USA) Inc. to World Equity Group, Inc.
left Apr 30, 2024, registered Aug 29, 2025 (486 days) · Affiliated broker-dealer or bank to another
Wizest Inc. to Hsbc Securities (USA) Inc.
left Apr 3, 2023, registered May 26, 2023 (53 days) · Other
Mora Capital Management, LLC to Wizest Inc.
left Oct 6, 2021, registered Jul 21, 2022 (288 days) · RIA to a newly registered adviser
Citigroup Global Markets Inc. to Mora Capital Management, LLC
left Jan 4, 2021, registered Jul 7, 2021 (184 days) · Affiliated broker-dealer or bank to independent RIA
Holistic Asset Management, LLC to Citigroup Global Markets Inc.
left Oct 9, 2018, registered Oct 2, 2020 (724 days) · Other

Signals

Jad Hoche left Hsbc Securities (Usa) Inc. for World Equity Group, Inc. (registered 2025-08-29)
Apr 30, 2024 · Advisor changed firm · fact
Jad Hoche left Wizest Inc. for Hsbc Securities (Usa) Inc. (registered 2023-05-26)
Apr 3, 2023 · Advisor changed firm · fact

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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address