Mark J. Lishchynsky

WORLD EQUITY GROUP

Schaumburg, IL 60173

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CRD#: 2478952

Professional summary

Mark John Lishchynsky JR, who also goes by Mark John Lishchynsky, is a registered financial advisor currently at WORLD EQUITY GROUP, INC. located in Schaumburg, Illinois.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Mark has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark John Lishchynsky

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) - RIA

Click below to view Mark John Lishchynsky JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Mark John Lishchynsky JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

July 24, 2013 - Present

WORLD EQUITY GROUP, INC.

Office #1: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173Office #2: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173Office #3: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173

RIA

CRD#: 29087

Schaumburg, IL

Current

July 23, 2013 - Present

WORLD EQUITY GROUP, INC.

Office #1: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173Office #2: 425 N Martingale Road Suite 1220, Schaumburg, IL 60173Office #3: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173

RIA

CRD#: 29087

Schaumburg, IL

Past

March 27, 2012 - July 12, 2012

BEST DIRECT SECURITIES, LLC

CRD#: 146053

CHICAGO, IL

Past

May 25, 2011 - March 16, 2012

WORLD EQUITY GROUP, INC.

CRD#: 29087

CHICAGO, IL

Past

January 18, 2011 - May 4, 2011

BEST DIRECT SECURITIES, LLC

CRD#: 146053

CHICAGO, IL

Past

March 19, 2009 - November 4, 2010

BREWER FINANCIAL SERVICES, LLC

CRD#: 132558

CHICAGO, IL

Past

December 8, 2006 - February 5, 2009

INTEROCEAN SECURITIES LLC

CRD#: 141077

CHICAGO, IL

Past

February 28, 2006 - March 3, 2006

SECURITRADE CORPORATION

CRD#: 35520

IRVING, TX

Past

August 17, 2005 - February 17, 2006

SALOMON GREY FINANCIAL CORPORATION

CRD#: 43413

DALLAS, TX

Past

January 3, 2003 - August 16, 2005

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

February 9, 1999 - January 3, 2003

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

September 1, 1997 - February 1, 1999

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

June 25, 1997 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Past

August 24, 1994 - June 30, 1997

GRUNTAL & CO., L.L.C.

CRD#: 372

NEW YORK, NY

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".

WORLD EQUITY GROUP, INC.

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

RIA

Registered Investment Advisory firm - SEC (3/26/1999 Approved)

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(7/16/2019)

Illinois
(7/23/2013)

IAR

Illinois
(7/24/2013)

Texas
(8/12/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/15/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/29/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 8/22/2006

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/15/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 5/1/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 4/27/2004

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

WORLD EQUITY GROUP, INC.

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

RIA

Registered Investment Advisory firm - SEC (3/26/1999 Approved)

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)

FINRA licenses (53 States and Territories)

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)

WORLD EQUITY GROUP ADV PART II (5/20/2025)

REP MANAGER PROGRAM WRAP FEE BROCHURE (5/20/2025)

Direct owners and executive officers

Name	Position	CRD#
WENTWORTH MANAGEMENT SERVICES, LLC	OWNER
DUDAS, STEPHEN STANLEY	PRESIDENT	4820047
GOULD, CRAIG MICHAEL	CHIEF EXECUTIVE OFFICER	2367293
LISHCHYNSKY, MARK JOHN JR	CHIEF OPERATING OFFICER	2478952
WEBB, WILLIAM DUDLEY JR	CHIEF COMPLIANCE OFFICER	1256777

Regulatory assets under management

Total Number of Accounts	3,151
AUM (Assets Under Management)	$ 944,844,374

Disclosures

Regulatory Event

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.

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Advisor Monitoring

Firm Stability Insights

Mark J. Lishchynsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark John Lishchynsky JR's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Mark John Lishchynsky JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD EQUITY GROUP, INC.

BEST DIRECT SECURITIES, LLC

WORLD EQUITY GROUP, INC.

BEST DIRECT SECURITIES, LLC

BREWER FINANCIAL SERVICES, LLC

INTEROCEAN SECURITIES LLC

SECURITRADE CORPORATION

SALOMON GREY FINANCIAL CORPORATION

OPPENHEIMER & CO. INC.

CIBC WORLD MARKETS CORP.

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

GRUNTAL & CO., L.L.C.

Primary Firm SEC Registration

WORLD EQUITY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2011

Series 63

Date: 8/29/1994

SIE

Date: 10/1/2018

Series 7

Date: 8/23/1994

Series 4

Date: 8/22/2006

Series 24

Date: 12/15/2005

Series 10

Date: 5/1/2004

Series 9

Date: 4/27/2004

FINRA

Current Firm

WORLD EQUITY GROUP, INC.

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

WORLD EQUITY GROUP, INC.

TRUST BUT VERIFY

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