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4501 Tamiami Trail N Suite 100, Naples, FL 34103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-08 |
| TX | RA | APPROVED_RES | 2026-04-06 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Naples | FL | 10/2007 | 04/2026 |
| Evertern Wealth, Llc | Naples | FL | 04/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2026 | Present |
1) Evertern Wealth, LLC. Investment-related. 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: 03/2026. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) JSSS Ventures, LLC. Not Investment-related. 2621 Tarpon Rd, Naples FL, 34102. Boat rental occasionally. Owner. Start date: 12/01/2022. 1 hrs/month 1hr during trading hours. Boat Rentals. 4) T Lake LLC. Not investment-related. 2621 Tarpon Rd, Naples FL, 34102. Holding Company. Owner. Start date: 12/2018. 0 hrs/month. Owns a condo for my mother. 5) 3i. Not investment-related. 41 Madison Ave, Floor 42, New York, New York, 10010. Charitable or Non-Profit Organization. Other. Start date: 10/2019. 1 hrs/month 0 during trading hours. Business organization connecting executives and family offices. 6) JS Aero LLC. Not Investment-related. 2621 Tarpon Rd, Naples FL, 34102. Holding Company. Owner. Start date: 05/2022. 1 hrs/month 1 during trading hours. Holding company for my ownership in an airplane 7) YPO. Not Investment-related. 600 E las COlinas Blvd, Irving, TX, 75039. Board of Directors (Profit or Not for Profit Organization). Board Member. Start date: 07/2018. 1 hrs/month 1 during trading hours. Business Organization that is for meetings and networking with business owners
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-29 |
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