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MD

Martin J. Dean

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CRD#: 1256384
MD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Martin Junious Dean was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1984. Martin had worked at 14 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 26, 2019 - February 3, 2020

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
Penn Laird, VA
Past

April 4, 2016 - July 23, 2019

TAYLOR CAPITAL MANAGEMENT INC.

BD
CRD#: 43559
Penn Laird, VA
Past

May 8, 2015 - April 5, 2016

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
Penn Laird, VA
Past

August 30, 2012 - May 12, 2015

FSC SECURITIES CORPORATION

BD
CRD#: 7461
PENN LAIRD, VA
Past

May 4, 2009 - September 6, 2012

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
HARRISONBURG, VA
Past

March 2, 2009 - April 28, 2009

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
HARRISONBURG, VA
Past

April 8, 2008 - March 23, 2009

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
HARRISONBURG, VA
Past

December 1, 2006 - April 7, 2008

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
HARRISONBURG, VA
Past

December 18, 2003 - December 1, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
HARRISONBURG, VA
Past

March 19, 2003 - December 19, 2003

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

October 1, 2002 - March 19, 2003

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

October 12, 1999 - October 1, 2002

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435
HOUSTON, TX
Past

December 1, 1997 - November 10, 1999

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

May 30, 1984 - December 1, 1997

FORTH FINANCIAL SECURITIES, CORPORATION

BD
CRD#: 14363
RICHMOND, VA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA
Registered Investment Advisory firm - SEC (3/26/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/7/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA
Registered Investment Advisory firm - SEC (3/26/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
425 N Martingale Road Suite 1220, Schaumburg, IL 60173
Mailing Address
425 N Martingale Road Suite 1200, Schaumburg, IL 60173
Phone number
(847) 342-1700
Established
Illinois since 09/13/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
170

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADHESION PROGRAM WRAP FEE BROCHURE (5/20/2025)

Direct owners and executive officers


NamePositionCRD#
WENTWORTH MANAGEMENT SERVICES, LLCOWNER
DUDAS, STEPHEN STANLEYPRESIDENT4820047
GOULD, CRAIG MICHAELCHIEF EXECUTIVE OFFICER2367293
LISHCHYNSKY, MARK JOHN JRCHIEF OPERATING OFFICER2478952
WEBB, WILLIAM DUDLEY JRCHIEF COMPLIANCE OFFICER1256777

Regulatory assets under management


Total Number of Accounts3,151
AUM (Assets Under Management)$ 944,844,374

Disclosures


Regulatory Event12

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WORLD EQUITY GROUP, INC.

CRD#: 29087

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