Timothy Steven Nash

Current Employers

Evergreen Wealth

1200 Centre West Drive, Springfield, IL 62704 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-04-04
IL	RA	APPROVED	2025-03-10
TX	RA	APPROVED	2025-03-10

FL RA
APPROVED

Since 2025-04-04
IL RA
APPROVED

Since 2025-03-10
TX RA
APPROVED

Since 2025-03-10

Branch Locations

2400 Tamiami Trail North Suite 403, Naples, FL 34103 • United States

1200 Centre West Drive, Springfield, IL 62704 • 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
March Capital	Chicago	IL	09/2016	10/2019
J.P. Morgan Securities Llc	New York	NY	11/2019	02/2025
Evergreen Wealth A/K/A Crumly & Assoc.,Inc. & Troxell Financial	Springfield	IL	03/2025	Present

09/2016 → 10/2019

March Capital

Chicago, IL
11/2019 → 02/2025

J.P. Morgan Securities Llc

New York, NY
03/2025 → Present

Evergreen Wealth A/K/A Crumly & Assoc.,Inc. & Troxell Financial

Springfield, IL

Previous Registrations

2023-07-18 → 2025-03-05

J.P. Morgan Securities Llc

Naples, FL
2003-02-13 → 2006-11-02

Lord, Abbett & Co. Llc

Jersey City, NJ

Jersey City, NJ

Other Businesses

(1.) NAME OF OBA: NASH INNOVATIONS, LLC; ADDRESS OF OBA: NAPLES, FL 34110; NATURE: ENTREPRENEUR; INVESTMENT RELATED: NO; TITLE WITH OBA: PRESIDENT, CEO; DUTIES: MANAGEMENT OF INTELLECTUAL PROPERTY; START DATE: 04/01/2015; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-07-18
S66	Uniform Combined State Law Examination	2002-09-04

S65 Uniform Investment Adviser Law Examination

2023-07-18
S66 Uniform Combined State Law Examination

2002-09-04

View on SEC IAPD