Michael James Lundon

Current Employers

Employment History

• 08/1999 → 04/2026
  Ubs Financial Services Inc.
  Pittsburg, PA
• 04/2026 → Present
  Evertern Wealth, Llc
  Naples, FL
• 05/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 1999-10-06 → 2026-04-10
  Ubs Financial Services Inc.
  Naples, FL
  Pepper Pike, OH
  Akron, OH
  Canton, OH
  Hudson, OH
  Pepper Pike, OH
  Weehawken, NJ
  Pepper Pike, OH
  Pepper Pike, OH
  Pepper Pike, OH
  Weehawken, NJ
  Naples, FL
  Naples, FL
  New Kensington, PA
  Sewickley, PA
  Canonsburg, PA
  Pittsburgh, PA
  Jamestown, NY
  Erie, PA
  Pittsburgh, PA
  Tampa, FL
  Naples, FL
  Naples, FL
  Naples, FL
  Sarasota, FL
  Naples, FL
  Naples, FL

Other Businesses

1) Evertern Wealth, LLC. At registered location. RIA. Financial Advisor. Start date: 04/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 04/2026. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) FOPT, LLC. Real Estate Rental / Commercial / Property / Management Services. Not investment related. 7698 Santa Margherita Way, Naples FL, 34109. Other. Start Date: 10/13/2025. 0 hrs per month. It was an LLC formed by myself and 3 friends to make an investment in a real estate project in NJ. 4) Nittany Blue Cat, LLC. 15 Astor Place, Rocky River OH, 44116. Real Estate Rental / Commercial / Property / Management Services. Other. Start date: 09/2020. 0 hrs/month. This was an LLC formed with two friends to make a private investment in a CBD business, XYZ CPD, the business has failed and only remaining thing is for them to sell the real estate if they can. I spend zero time on it.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-24
• S63 Uniform Securities Agent State Law Examination
  1998-02-17