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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_RES | 2023-08-10 |
| FL | RA | APPROVED | 2023-07-03 |
Branch Locations
7284 West Palmetto Park Road Suite 106, Boca Raton, FL 33433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Boca Raton | FL | 03/2010 | 07/2021 |
| New York Community Bank | Boca Raton | FL | 08/2010 | 07/2021 |
| Securian Financial Services Inc | St Paul | MN | 07/2021 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 07/2021 | 08/2023 |
| Evershore Financial Group | Boca Raton | FL | 07/2021 | Present |
| 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: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/26/2021 ADDRESS: 3300 PGA Blvd, Palm Beach Gardens FL 33410, United States DESCRIPTION: Other: Fixed Annuity Fixed insurance 2) MUEHLENBECK FINANCIAL POSITION: Owner NATURE: For Accounting Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2023 ADDRESS: 8452 CALABRIA LAKES DRIVE, BOYNTON BEACH FL 33473-4949, United States DESCRIPTION: Using business name for accounting purposes only. No stationary, no business cards, and no advertising 3) NAME OF OTHER BUSINESS: EVERSHORE FINANCIAL ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 50; 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 | 2019-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-13 |
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