Michael Hodges Heiser

Current Employers

Evertern Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-07-28

FL RA
APPROVED

Since 2026-07-28

Branch Locations

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

Organization	City	State	From	To
Cortland Capital Market Services, Llc	Chicago	IL	06/2016	03/2017
Ubs Financial Services, Inc.	Naples	FL	04/2017	04/2026
Evertern Wealth, Llc	Naples	FL	04/2026	Present

06/2016 → 03/2017

Cortland Capital Market Services, Llc

Chicago, IL
04/2017 → 04/2026

Ubs Financial Services, Inc.

Naples, FL
04/2026 → Present

Evertern Wealth, Llc

Naples, FL

Previous Registrations

2019-06-18 → 2026-04-13

Ubs Financial Services Inc.

Naples, FL

Naples, FL

Other Businesses

Heiser Capital, LLC Investment-related 17834 Newcastle Field Dr Lutz, FL 33559 Passive equity investment in brewery Authorized to manage LLC 6/17/2016 1hr/month; none during securities trading hours Will be consulted on existing investment

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-10

S66 Uniform Combined State Law Examination

2017-08-10

Designations

View on SEC IAPD