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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
7284 West Palmetto Park Road Suite 106, Boca Raton, FL 33433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Austin | TX | 07/2015 | 05/2018 |
| Oneamerica Securities | Austin | TX | 08/2015 | 05/2018 |
| Mass Mutual Life Insurance Company | Austin | TX | 04/2018 | 05/2026 |
| Mml Investors Services, Llc | Austin | TX | 07/2018 | 05/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2026 | Present |
1.NAME OF OTHER BUSINESS: EVERSHORE FINANCIAL GROUP investment RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE AND financial services AND WEALTH MANAGEMENT START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: RECRUIT, DEVELOP, AND WORK WITH ADVISORS WHILE MAINTAINING OWN PRACTICE; 2. NAME OF OTHER BUSINESS: WEALTH ECONOMICS, LLC INVESTMENT RELATED: YES ADDRESS: AUSTIN, TX NATURE OF BUSINESS: FINANCIAL START DATE: 08/2015 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RETAINING NAME FOR FUTURE DBA;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
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