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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 |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Goshen | IN | 12/2016 | 02/2025 |
| (Dba) Everence | Goshen | IN | 07/2016 | Present |
| Everence Trust Company | Goshen | IN | 02/2017 | 09/2019 |
| Concourse Financial Group Securities Inc | Goshen | IN | 10/2019 | 02/2025 |
| Everence Trust Company | Goshen | IN | 10/2019 | 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: 07/2016 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 1.5 APX NUMBER OF HOURS DURING TRADING HOURS: 1.5 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. AMIGO CENTRE; Non-Investment Related; Sturgis, MI 49091; Other; Board Member; Start Date 11/2022; 3 hours per month with no hours per month occurring during trading hours; Among other duties, working with the Executive Director to provide spiritual leadership, planning short and long term goals, and establishing policy decisions for the ministry. 3. PLEASANT VIEW CHURCH LEADERSHIP BOARD; Non-Investment Related; Goshen, IN; Church; Moderator; Start Date 09/2023; 3 hours per month with no hours per month occurring during trading hours; I work with the board to provide spiritual leadership, plan short and long-term goals, establish policy decisions for the ministry, and assist in leading meetings for the board and the church as well.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-06 |
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