Joseph Thomas Watson

Employer firm

Evexia Wealth, LLC CRD 323788

$386M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2003 → 11/2020
  Thrivent Investment Management Inc
  Eau Claire, WI
• 10/2003 → 11/2020
  Thrivent Financial For Lutherans
  Appleton, WI
• 11/2020 → Present
  Thrivent Advisor Network, Llc
  Chippewa Falls, WI
• 01/2021 → 12/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2023 → Present
  Evexia Wealth, Llc
  Stevens Point, WI

Previous Registrations

• 2020-11-25 → 2023-02-03
  Thrivent Advisor Network, Llc
  Minneapolis, MN
  Chippewa Falls, WI
• 2003-10-28 → 2021-01-06
  Thrivent Investment Management Inc.
  Eau Claire, WI
  Platteville, WI
  Eau Claire, WI
  Platteville, WI

Other Businesses

1)Fixed insurance--investment related: no-- address:1265 main street suite 105, stevens point WI 54481--fixed/traditional insurance --position: agent-- start date:01/2021--hours/month:4--hours/month during trading hours:4--duties: sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-01
• S63 Uniform Securities Agent State Law Examination
  2003-10-27

Designations

• Certified Financial Planner