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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 | 2023-07-18 |
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 |
|---|---|---|---|---|
| Securian Financial Services Inc | St. Paul | MN | 11/2014 | 08/2023 |
| Minnesota Life | St. Paul | MN | 11/2014 | 08/2023 |
| Evershone Financial Group | Boca Raton | FL | 11/2014 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. ROBERT ADE TRUST POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2014 ADDRESS: , Boca Raton FL , United States DESCRIPTION: Trustee 2. EVERSHORE FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/03/2014 ADDRESS: 3300 PGA Blvd, Palm Beach Gardens FL 33410, United States DESCRIPTION: Firm level fixed insurance 3. NAME OF OTHER BUSINESS: EVERSHORE FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: ROTARY CLUB OF BOCA RATON SUNRISE; INVESTMENT RELATED: NO; ADDRESS: PO BOX 273468, BOCA RATON, FL 33427; NATURE OF BUSINESS: BOARD; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: SECRETARY; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TAKE NOTES DURING BOARD MEETING AND PREPARE MINUTES FOR REVIEW; MAINTAIN ONLINE CALENDAR;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-11 |
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