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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-20 |
Branch Locations
1221 West Maple Street Suite 200, Hartville, OH 44632 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Hartville | OH | 07/2008 | 02/2025 |
| Everence Trust Company | Hartville | OH | 12/2009 | 09/2019 |
| One Resource Group | Roanoke | IN | 02/2012 | 09/2019 |
| Concourse Financial Group Securities Inc | Hartville | OH | 10/2019 | 02/2025 |
| (Dba) Everence | Hartville | OH | 10/2019 | Present |
| Everence Financial | Hartville | OH | 06/2008 | 09/2019 |
| Cetera Wealth Services, Llc | Hartville | OH | 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: 01/2012 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 25 APX NUMBER OF HOURS DURING TRADING HOURS: 15 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. >> LAKE CENTER CHRISTIAN SCHOOL; Non-Investment Related; 12893 Kaufman Avenue NW, Hartville, OH 44632; Education; Teacher and Bus Driver; Start Date 01/2011; Hours are outside of trading hours; Teach one class/day - High School - Personal Finance; Drive school bus for athletic contests and some field trips. >> POA; Non-Investment Related; Uniontown, OH; Other; Power of Attorney (POA); Start Date 11/2023; 4 hours per month with no hours per month occurring during trading hours; I hold durable power of attorney for my mother - I help her pay bills and manage her finances. >> ONE RESOURCE GROUP; Investment Related; Roanoke, IN: Insurance; Financial Planner; Start Date 02/2012; 6 hours per month with those 6 hours per month occurring during trading hours; Sales and service of life and fixed annuity insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-22 |
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