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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-19 |
| NC | RA | APPROVED | 2025-02-26 |
| NJ | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED | 2025-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Knoxville | TN | 11/1995 | 09/2020 |
| Securities America, Inc. | Mt. Laurel | NJ | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Mt. Laurel | NJ | 06/2024 | Present |
EVESHAM CAPITAL MANAGEMENT POSITION: partner NATURE: Life/ Health Insurance Sales/Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/25/1995 ADDRESS: 1317 Route 73,, Suite 107, Mt Laurel NJ 08054 DESCRIPTION: life/health insurance sales fixed annuity sales DBA - Evesham Capital Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-05 |
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