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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-20 |
Branch Locations
1021 Sharp Avenue Suite 200, Ephrata, PA 17522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Ephrata | PA | 06/2017 | 02/2025 |
| Everence Financial Advisors | Ephrata | PA | 06/2017 | 09/2019 |
| Melhorn Sales, Service & Trucking Company | Mount Joy | PA | 09/2015 | 06/2017 |
| Balsbaugh Insurance Agency | Schaefferstown | PA | 12/2014 | 06/2017 |
| Everence Trust Company | Goshen | IN | 07/2017 | 09/2019 |
| Everence Trust Company | Ephrata | PA | 10/2019 | Present |
| Concourse Financial Group Securities Inc (Fka Proequities, Inc.) | Ephrata | PA | 10/2019 | 02/2025 |
| (Dba) Everence | Ephrata | PA | 10/2019 | Present |
| Cetera Wealth Services, Llc | Ephrata | PA | 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: 06/2017 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 22.5 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 2015-01-28 |
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