Joshua Todd Gummo

Current Employers

Employment History

• 10/2014 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Inc
  Pennington, NJ
• 07/2005 → Present
  Rtc Construction Inc
  Fleetwood, PA
• 12/2014 → 07/2019
  Bank Of America N.A.
  Allentown, PA
• 08/2019 → 02/2025
  Concourse Financial Group Securities Inc
  Souderton, PA
• 07/2019 → Present
  (Dba) Everence
  Souderton, PA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Souderton, PA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-08-20 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Souderton, PA
  Birmingham, AL
• 2015-01-21 → 2019-07-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Allentown, PA

Other Businesses

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: 07/2019 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. RTC CONSTRUCTION COMPANY; Non-investment related; 97 Pricetown Road, Fleetwood, PA 19522; Construction; Data Entry; Start Date 06/2005; 2 hours per month - only when I am home for weekends; Data entry into Quick-Books for my dad's construction company. 3. CHURCH EXTENSION MINISTRIES; Non-Investment Related; Allentown, PA; Other; Committee Member; Start Date 04/2024; 1 hour per month with that 1 hour occurring during trading hours; Serve on the Development Committee to help promote and publicize the church and to oversee the development of relationships with other churches, organizations, and individuals in order to gain financial support for its ministry. 4. EBENEZER BIBLE FELLOWSHIP CHURCH; Non-Investment Related; Bethlehem, PA; Board Member; Elder; Start Date 01/2025; 5 hours per month with no hours per month occurring during trading hours; As an elder I help with spiritual direction of the congregation to include teaching Scripture in Sunday school, checking on members to pray for and encourage their walk with Christ.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-16

Designations

Other Names

• Joshua Todd Gummo
• Joshua T Gummo