David Cabrera

WELLS FARGO CLEARING SERVICES

PALM BAY, FL 32905

Some features on this profile are disabled

CRD#: 7554747

Professional summary

David Cabrera is a registered financial professional currently at WELLS FARGO CLEARING SERVICES, LLC located in Palm Bay, Florida and WORLD EQUITY GROUP, INC. located in Melbourne, Florida.

David is registered as a RR (Registered Representative) and started their career in finance in 2022. David has worked at 4 firms and has passed the Series 63, Series 7TO, SIE and Series 9 exams.

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) - BD

Click below to view David Cabrera'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

September 18, 2025 - Present

WELLS FARGO CLEARING SERVICES, LLC

Office #1: 2200 Harris Ave Ne, Palm Bay, FL 32905

RIA

CRD#: 19616

PALM BAY, FL

Current

September 11, 2026 - Present

WORLD EQUITY GROUP, INC.

Office #1: 3159 Alzante Circle Suite 101, Melbourne, FL 32940

RIA

CRD#: 29087

Melbourne, FL

Past

November 9, 2023 - September 8, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

ORLANDO, FL

Past

November 4, 2022 - October 25, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Orlando, 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.

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
(9/18/2025)

Georgia
(9/19/2025)

Iowa
(1/12/2026)

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

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 11/14/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 11/4/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 8/30/2022

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 9

Status Unavailable

Passed: 8/25/2023

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

Cboe BZX Exchange, Inc.

SRO Registrations

Cboe Exchange, Inc.

SRO Registrations

FINRA

SRO Registrations

NYSE American LLC

SRO Registrations

NYSE Arca, Inc.

SRO Registrations

NYSE Texas, Inc.

SRO Registrations

Nasdaq GEMX, LLC

SRO Registrations

Nasdaq ISE, LLC

SRO Registrations

Nasdaq PHLX LLC

SRO Registrations

Nasdaq Stock Market

SRO Registrations

New York Stock Exchange

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Small

# of Employees

165

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

REP MANAGER PROGRAM WRAP FEE BROCHURE (6/9/2026)

WORLD EQUITY GROUP ADV PART II A (6/9/2026)

ADHESION PROGRAM WRAP FEE BROCHURE (5/4/2026)

Direct owners and executive officers

Name	Position	CRD#
WENTWORTH MANAGEMENT SERVICES, LLC	OWNER
GOULD, CRAIG MICHAEL	CHIEF EXECUTIVE OFFICER	2367293
LISHCHYNSKY, MARK JOHN JR	CHIEF OPERATING OFFICER	2478952
MOTTA, CHRISTOPHER JOHN	PRESIDENT	2741133
WEBB, WILLIAM DUDLEY JR	CHIEF COMPLIANCE OFFICER	1256777

Regulatory assets under management

Total Number of Accounts	2,999
AUM (Assets Under Management)	$ 1,001,368,180

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.

Similar Advisors

John Krehbiel

KREHBIEL FINANCIAL LLC

IAR

SATELLITE BEACH, FL

Jason Valavanis

J.W. COLE FINANCIAL, INC.

MELBOURNE, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David Cabrera

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Cabrera's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD EQUITY GROUP, INC.

J.P. MORGAN SECURITIES LLC

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

WORLD EQUITY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Passed: 11/14/2022

Series 7TO

Passed: 11/4/2022

SIE

Passed: 8/30/2022

Series 9

Passed: 8/25/2023

Cboe BZX Exchange, Inc.

Cboe Exchange, Inc.

FINRA

NYSE American LLC

NYSE Arca, Inc.

NYSE Texas, Inc.

Nasdaq GEMX, LLC

Nasdaq ISE, LLC

Nasdaq PHLX LLC

Nasdaq Stock Market

New York Stock Exchange

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

Similar Advisors