Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-07-10
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2020 → Present
    Evershore Financial Group
    Palm Beach Gardens, FL
  • 09/2020 → 08/2023
    Minnesota Life Insurance Company
    St Paul, MN
  • 09/2020 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 04/2016 → 08/2020
    Pga National Resort & Spa
    Palm Beach Gardens, FL
  • 12/2018 → 03/2020
    Crescent Hospitality Corporation
    Fairfax, VA
  • 06/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-03-11 → 2023-08-10
    Securian Financial Services, Inc.
    Palm Beach Gardens, FL
    St. Paul, MN
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-26
  • S66 Uniform Combined State Law Examination
    2021-02-26
Other Names
  • Jessika Ochoa Gengler

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Palm Beach Gardens, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor