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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 | 2023-08-10 |
| FL | RA | APPROVED | 2023-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services | St. Paul | MN | 10/2008 | 08/2023 |
| Minnesota Life Insurance Company | St. Paul | MN | 10/2008 | 08/2023 |
| Evershore Financial Group | Orlando | FL | 04/2011 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1.. BZR MAITLAND LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS: , Maitland FL , United States DESCRIPTION: Owner 2. NOTARY PUBLIC POSITION: Independent Contractor NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2013 ADDRESS: , Orlando FL , United States DESCRIPTION: Independent Contractor 3. EVERSHORE FIXED INURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2016 ADDRESS: 3300 PGA Blvd, Palm Beach Gardens FL 33410, United States DESCRIPTION: Firm level fixed insurance; 4.. NAME OF OTHER BUSINESS: WINTER PARK LIFELONG LEARNING FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 1750 N MAITLAND AVE, MAITLAND AVE, MAITLAND, FL 32751; NATURE OF BUSINESS: BOARD; START DATE: 9/2024; POSITION/TITLE/RELATIONSHIP: FOUNDER, DIRECTOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SUPPORT AND PROVIDE LIFELONG LEARNING CLASSES TO THE COMMUNITY; 5.. NAME OF OTHER BUSINESS: EVERSHORE FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2008; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: SECURIAN FINANCIAL GROUP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: MARKETING START DATE: 4/15/2026 POSITION/TITLE/RELATIONSHIP: CONTRACTOR APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TO DEVELOPMENT EDUCATIONAL MATERIALS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-02 |
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