Evan M. Kochav

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CRD#: 4707447

Professional summary

Evan Matthew Kochav M was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Evan is a previously registered financial professional and started their career in finance in 2004. Prior to being barred, Evan had worked at 5 firms, which includes WORLD EQUITY GROUP INC., NEWBRIDGE SECURITIES CORPORATION, J.P. TURNER & COMPANY L.L.C., REUVEN ENTERPRISES SECURITIES DIVISION LLC, KOVACK SECURITIES INC..

Question & Answer

Are you a "fiduciary"?

Aliases

Evan Matthew Kochav

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

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None

Experience

Past

October 18, 2012 - June 6, 2013

WORLD EQUITY GROUP, INC.

CRD#: 29087

JERSEY CITY, NJ

Past

September 1, 2009 - October 24, 2012

NEWBRIDGE SECURITIES CORPORATION

CRD#: 104065

MATAWAN, NJ

Past

March 30, 2007 - August 31, 2009

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

STATEN ISLAND, NY

Past

December 1, 2006 - March 22, 2007

REUVEN ENTERPRISES SECURITIES DIVISION, LLC

CRD#: 140910

NEW YORK, NY

Past

July 12, 2004 - January 6, 2005

KOVACK SECURITIES INC.

CRD#: 44848

FT. LAUDERDALE, FL

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

Series 63

Date: 7/16/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/9/2004

General Securities Representative Examination

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

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Evan M. Kochav

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NEWBRIDGE SECURITIES CORPORATION

J.P. TURNER & COMPANY, L.L.C.

REUVEN ENTERPRISES SECURITIES DIVISION, LLC

KOVACK SECURITIES INC.

Primary Firm SEC Registration

WORLD EQUITY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/16/2004

Series 7

Date: 7/9/2004

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.

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