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Brett Jordan Schumbacker

Evertern Wealth, LLC

Sarasota, FL

Naples, FL

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Current Employers
Evertern Wealth, Llc

4501 Tamiami Trail N Suite 100, Naples, FL 34103 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-20
  • FL RA
    APPROVED
    Since 2026-08-20

Branch Locations

Sarasota, FL • United States

4501 Tamiami Trail N Suite 100, Naples, FL 34103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida State University Tallahasee FL 06/2014 05/2018
Evans Economic Consulting Tallahassee FL 03/2017 09/2017
Fsu Athletic Department Tallahassee FL 09/2017 05/2018
Fortified Funding Ft Lauderdale FL 06/2018 08/2018
Ubs Financial Services Inc. Naples FL 09/2018 04/2026
Evertern Wealth, Llc Naples FL 04/2026 Present
  • 06/2014 → 05/2018
    Florida State University
    Tallahasee, FL
  • 03/2017 → 09/2017
    Evans Economic Consulting
    Tallahassee, FL
  • 09/2017 → 05/2018
    Fsu Athletic Department
    Tallahassee, FL
  • 06/2018 → 08/2018
    Fortified Funding
    Ft Lauderdale, FL
  • 09/2018 → 04/2026
    Ubs Financial Services Inc.
    Naples, FL
  • 04/2026 → Present
    Evertern Wealth, Llc
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-06
  • S66 Uniform Combined State Law Examination
    2019-09-06

View on SEC IAPD

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