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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 | 2025-04-25 |
| PA | RA | APPROVED | 2025-02-20 |
Branch Locations
2160 Lincoln Highway East, Lancaster, PA 17602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Lancaster | PA | 12/1993 | 02/2025 |
| Everence Trust Company | Goshen | IN | 08/2009 | 09/2019 |
| Concourse Financial Group Securities Inc | Lancaster | PA | 01/2006 | 02/2025 |
| Everence Trust Company | Lancaster | PA | 10/2019 | Present |
| (Dba) Everence | Lancaster | PA | 10/2019 | Present |
| Cetera Wealth Services, Llc | Lancaster | PA | 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: 10/2019 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 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) NAME OF OTHER BUSINESS: ERIC AND GLENDA GROFF; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: SALE OF WOODWORKING ITEMS; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: SOLE PROPRIETOR; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OCCASIONALLY SELL CRAFTED WOODWORKING ITEMS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-05 |
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