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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 | 2024-09-05 |
| FL | RA | APPROVED | 2023-07-12 |
Branch Locations
1750 N Maitland Ave, Maitland, FL 32751 • United States
7 River Way Apt 1003, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synergy Wealth Alliance | Maitland | FL | 03/2016 | 11/2017 |
| Cetera Advisor Llc | Denver | CO | 03/2016 | 11/2017 |
| Securian Financial Services Inc | St Paul | MN | 12/2017 | 08/2023 |
| Minneosta Life Insurance Co | St Paul | MN | 12/2017 | 08/2023 |
| Evershore Financial Group | Orlando | FL | 12/2017 | 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: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2017 ADDRESS: , Palm Beach Gardens FL , United States DESCRIPTION: Agent/Broker 2. JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA POSITION: Advisory Board NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2018 ADDRESS: , Orlando FL , United States DESCRIPTION: Advisory Board 3. NOTARY PUBLIC POSITION: Independent Contractor NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2018 ADDRESS: , St. Cloud FL , United States DESCRIPTION: Independent Contractor 4. THE ENTERPRISE TEAM POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/11/2019 ADDRESS: , Altamonte Springs FL , United States DESCRIPTION: Agent/Broker 5. NAME OF OTHER BUSINESS: EVERSHORE FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2017, 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;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-13 |
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