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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-12 |
Branch Locations
841 Mt. Clinton Pike Suite A, Harrisonburg, VA 22802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everence Trust Company | Goshen | IN | 09/2015 | 10/2019 |
| Everence Financial Advisors | Goshen | IN | 09/2015 | 10/2019 |
| Concourse Financial Group Securities Inc Fka Proequities Inc | Harrisonburg | VA | 01/2016 | 02/2025 |
| (Dba) Everence | Goshen | IN | 10/2019 | Present |
| Cetera Wealth Services, Llc | Harrisonburg | VA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 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: 09/2015 POSITION/TITLE/RELATIONSHIP: FINANCIAL CONSULTANT 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. 2. RENTAL PROPERTY-MONICA RHODES; Investment related; Broadway, VA; Residential Rental Property; Spouse; Start 08/2016; No hours per month; Rental property is owned by my spouse; I do not have any duties related to it. 3. BRIAN F RHODES; Investment related; Real Estate Rental; Owner; Broadway, VA; Start Date 08/2011; 2 hours per month with no hours during trading hours; I lease out the first floor for commercial use and the second floor for residential use. I perform all duties as landlord. 4. BRIAN F RHODES; Investment related; Real Estate; Owner; Broadway, VA; Start Date 02/2022; 4 hours per month with no hours during trading hours; Landlord/owner for short-term rental of residential property through AirBnB.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-02-29 |
| S65 | Uniform Investment Adviser Law Examination | 2015-10-06 |
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