Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
JEVON KELVIN THOMAS
CRD#: 2956717
IA
Investment Adviser
B
Broker
WORLD EQUITY GROUP, INC.CRD#: 29087 15520 Rockfield Blvd
Suite G
Irvine, CA 92618
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2005 - 2016 (10 years)2 FIRMS2017 - Present (7 years)BVANGUARD MARKETING CORPORATION (CRD# 7452)1997 - 2004 (6 years)
License(s)

State Registrations

B
Alaska 10/5/2017
B
Illinois 6/25/2019
B
California 10/5/2017
B
Washington 10/5/2017
IA
California 10/5/2017
B
Wisconsin 10/24/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WORLD EQUITY GROUP, INC. (CRD#:29087)
15520 Rockfield Blvd Suite G, Irvine, CA 92618
Registered with this firm since 10/5/2017
B
WORLD EQUITY GROUP, INC. (CRD#:29087)
15520 Rockfield Blvd Suite G, Irvine, CA 92618
Registered with this firm since 10/5/2017
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 11/08/2005 - 01/06/2016 PRINCOR FINANCIAL SERVICES CORPORATION (CRD#:1137) IRVINE, CA
B
 07/18/2005 - 01/06/2016 PRINCOR FINANCIAL SERVICES CORPORATION (CRD#:1137) IRVINE, CA
B
 11/07/1997 - 07/14/2004 VANGUARD MARKETING CORPORATION (CRD#:7452) MALVERN, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.