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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-20 |
Branch Locations
200 Rt 31 North Suite 114, Flemington, NJ 08822 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everest Wealth Management | Flemington | NJ | 06/2025 | Present |
| Everest Tax Consulting, Inc | Flemington | NJ | 06/2025 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2025 | Present |
| Kpmg | Ny | NY | 10/2023 | 11/2024 |
| College Student | Glassboro | NJ | 09/2018 | 05/2023 |
| Highschool | Flemington | NJ | 09/2014 | 06/2018 |
| Unemployed | Flemington | NJ | 01/2025 | 06/2025 |
| Unemployed | Flemington | NJ | 06/2023 | 09/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2026 | Present |
1) EVEREST WEALTH MANAGEMENT; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR WEALTH MANAGEMENT; FINANCIAL PROFESSIONAL; SINCE 6/2025; 40 HRS/MO 2) EVEREST TAX CONSULTING, INC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-19 |
| S65 | Uniform Investment Adviser Law Examination | 2026-03-02 |
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