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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
| AK | RA | APPROVED | 2025-02-20 |
Branch Locations
44539 Sterling Highway Suite 213, Soldotna, AK 99669 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Soldotna | AK | 02/2001 | 02/2025 |
| Everence Trust Company | Goshen | IN | 08/2014 | 09/2019 |
| (Dba) Everence | Soldotna | AK | 10/2019 | Present |
| Concourse Financial Group Securities Inc | Soldotna | AK | 11/2006 | 02/2025 |
| Cetera Wealth Services, Llc | Soldotna | AK | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1. NAME OF OTHER BUSINESS: EVERENCE SERVICES DBA EVERENCE TRUST COMPANY OR EVERENCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TRUST, FINANCIAL AND INSURANCE SERVICES START DATE: 01/2019 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE INSURANCE, INVESTMENT AND FINANCIAL PLANNING SERVICES THROUGH EVERENCE TRUST COMPANY (A FEDERALLY CHARTERED SAVINGS BANK) AND CHARITABLE PLANNING SERVICES THROUGH EVERENCE FOUNDATION. 2. KINGS VIEW CORPORATION; Non-Investment Related; 1396 W Herndon Avenue, Suite 101, Fresno, CA 93711; Board Member; Board Member At Large; Start Date 03/2023; 1 to 2 hours per month with no hours per month occurring during trading hours; Attend periodic board meetings, stay informed of organization's mission, services, policies and programs, assist board in carrying out its fiduciary responsibilities as per general board member duties. 3. PERFORMING ARTS SOCIETY; Non-Investment Related; Kenai, AK 99611; Board Member; Board Member At Large; Start Date 05/2023; 1 hour, more or less, per month with no hours per month occurring during trading hours; Attend periodic board meetings (5 or 6 per year) and volunteer time in preparation for and during the day of concerts being held.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-15 |
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