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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 | 2023-07-10 |
Branch Locations
3300 Pga Boulevard Suite 900, Palm Beach Gardens, FL 33410 • United States
7284 W Palmetto Park Rd Ste 106, Boca Raton, FL 33433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evershore Financial Group | Palm Beach Gardens | FL | 09/2020 | Present |
| Minnesota Life Insurance Company | St Paul | MN | 09/2020 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 09/2020 | 08/2023 |
| Pga National Resort & Spa | Palm Beach Gardens | FL | 04/2016 | 08/2020 |
| Crescent Hospitality Corporation | Fairfax | VA | 12/2018 | 03/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) EVERSHORE FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/11/2020 ADDRESS: 3300 PGA Blvd, Palm Beach Gardens FL 33410, United States DESCRIPTION: Fixed Insurance sales. 2) BUSINESS NETWORK INTERNATIONAL POSITION: Member NATURE: Business Networking Group INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 6 START DATE: 10/11/2021 ADDRESS: 11525 N Community House Rd, #475,, Charlotte NC 28277, United States DESCRIPTION: Business Network International (BNI) is one of the largest business referral organizations in the US with over 280,000 Members. 3) NAME OF OTHER BUSINESS: EVERSHORE FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 45; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-26 |
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