Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
| IN | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| River Oaks Community Church | Goshen | IN | 10/2014 | 07/2019 |
| Everence Financial | Goshen | IN | 02/2016 | 03/2018 |
| Concourse Financial Group Securities Inc | Goshen | IN | 07/2017 | 02/2025 |
| Everence Trust Company | Goshen | IN | 03/2018 | 10/2019 |
| Everence Financial Advisors | Goshen | IN | 03/2018 | 10/2019 |
| Everence | Goshen | IN | 10/2019 | 03/2022 |
| Concourse Financial Group Securities Inc | Goshen | IN | 03/2022 | 02/2025 |
| Everence | Goshen | IN | 03/2022 | Present |
| Cetera Wealth Services, Llc | Goshen | IN | 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: 02/2016 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-23 |
Reach out to this advisor